MWA
Muirfield Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.1M | Buy |
77,412
+36
| +0% | +$6.54K | 11.2% | 1 |
|
2025
Q1 | $13.4M | Sell |
77,376
-617
| -0.8% | -$107K | 11.38% | 1 |
|
2024
Q4 | $13.7M | Sell |
77,993
-987
| -1% | -$173K | 11.27% | 1 |
|
2024
Q3 | $14.2M | Buy |
78,980
+1,009
| +1% | +$181K | 12.02% | 1 |
|
2024
Q2 | $12.8M | Buy |
77,971
+3,178
| +4% | +$522K | 12.02% | 1 |
|
2024
Q1 | $12.7M | Buy |
74,793
+3,110
| +4% | +$527K | 12.21% | 1 |
|
2023
Q4 | $11.3M | Buy |
+71,683
| New | +$11.3M | 11.99% | 1 |
|