NIWA
New Insight 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 | $11.6M | Sell |
63,717
-3,255
| -5% | -$592K | 4.76% | 5 |
|
|
2025
Q1 | $11.6M | Buy |
66,972
+12,607
| +23% | +$2.18M | 5.27% | 5 |
|
|
2024
Q4 | $9.53M | Buy |
54,365
+19,072
| +54% | +$3.34M | 4.77% | 6 |
|
|
2024
Q3 | $6.32M | Buy |
35,293
+10,743
| +44% | +$1.92M | 3.33% | 9 |
|
|
2024
Q2 | $4.03M | Sell |
24,550
-645
| -3% | -$106K | 2.37% | 13 |
|
|
2024
Q1 | $4.27M | Sell |
25,195
-1,096
| -4% | -$186K | 2.66% | 12 |
|
|
2023
Q4 | $4.15M | Buy |
+26,291
| New | +$4.15M | 2.79% | 12 |
|