NWMG
National Wealth Management Group’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
Q1 | $637K | Sell |
3,676
-380
| -9% | -$65.8K | 0.42% | 57 |
|
|
2024
Q4 | $711K | Sell |
4,056
-1,286
| -24% | -$225K | 0.47% | 48 |
|
|
2024
Q3 | $957K | Buy |
5,342
+2,956
| +124% | +$530K | 0.65% | 34 |
|
|
2024
Q2 | $392K | Sell |
2,386
-359
| -13% | -$59K | 0.3% | 78 |
|
|
2024
Q1 | $465K | Sell |
2,745
-292
| -10% | -$49.5K | 0.36% | 73 |
|
|
2023
Q4 | $479K | Buy |
+3,037
| New | +$479K | 0.46% | 60 |
|