MLA
My Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,727
| Closed | -$249K | – | 219 |
|
|
2023
Q1 | $249K | Sell |
1,727
-287
| -14% | -$41.3K | 0.11% | 193 |
|
|
2022
Q4 | $308K | Sell |
2,014
-1,748
| -46% | -$268K | 0.13% | 179 |
|
|
2022
Q3 | $482K | Sell |
3,762
-1,855
| -33% | -$238K | 0.24% | 148 |
|
|
2022
Q2 | $763K | Sell |
5,617
-2,533
| -31% | -$344K | 0.38% | 90 |
|
|
2022
Q1 | $1.29M | Buy |
+8,150
| New | +$1.29M | 0.6% | 40 |
|