National Wealth Management Group’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.66M | Buy |
25,759
+16,438
| +176% | +$1.69M | 1.75% | 15 |
|
|
2024
Q4 | $953K | Sell |
9,321
-1,777
| -16% | -$182K | 0.63% | 36 |
|
|
2024
Q3 | $1.14M | Sell |
11,098
-11,394
| -51% | -$1.17M | 0.77% | 32 |
|
|
2024
Q2 | $2.13M | Sell |
22,492
-641
| -3% | -$60.6K | 1.62% | 18 |
|
|
2024
Q1 | $2.2M | Sell |
23,133
-1,711
| -7% | -$162K | 1.71% | 17 |
|
|
2023
Q4 | $2.18M | Buy |
24,844
+1,826
| +8% | +$160K | 2.1% | 10 |
|
|
2023
Q3 | $1.81M | Buy |
23,018
+3,143
| +16% | +$247K | 1.97% | 13 |
|
|
2023
Q2 | $1.66M | Buy |
19,875
+16,027
| +417% | +$1.34M | 1.72% | 17 |
|
|
2023
Q1 | $295K | Buy |
+3,848
| New | +$295K | 0.34% | 95 |
|