NWWA
New Wave 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 | $1.36M | Sell |
7,474
-421
| -5% | -$76.5K | 0.58% | 37 |
|
|
2025
Q1 | $1.37M | Sell |
7,895
-2,046
| -21% | -$354K | 0.61% | 39 |
|
|
2024
Q4 | $1.74M | Sell |
9,941
-407
| -4% | -$71.3K | 0.71% | 33 |
|
|
2024
Q3 | $1.85M | Buy |
10,348
+8,765
| +554% | +$1.57M | 0.85% | 32 |
|
|
2024
Q2 | $260K | Buy |
+1,583
| New | +$260K | 0.14% | 113 |
|