OHWA
Oak Hill Wealth Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Buy |
21,868
+2,499
| +13% | +$104K | 0.19% | 63 |
|
|
2025
Q1 | $662K | Sell |
19,369
-1
| -0% | -$34 | 0.15% | 66 |
|
|
2024
Q4 | $725K | Buy |
+19,370
| New | +$725K | 0.17% | 58 |
|
|
2024
Q3 | – | Sell |
-17,300
| Closed | -$634K | – | 83 |
|
|
2024
Q2 | $634K | Buy |
+17,300
| New | +$634K | 0.19% | 52 |
|
|
2024
Q1 | – | Sell |
-17,300
| Closed | -$565K | – | 76 |
|
|
2023
Q4 | $565K | Hold |
17,300
| – | – | 0.19% | 57 |
|
|
2023
Q3 | $487K | Buy |
17,300
+15,570
| +900% | +$438K | 0.19% | 61 |
|
|
2023
Q2 | $509K | Hold |
1,730
| – | – | 0.19% | 59 |
|
|
2023
Q1 | $477K | Sell |
1,730
-175
| -9% | -$48.3K | 0.19% | 62 |
|
|
2022
Q4 | $463K | Buy |
+1,905
| New | +$463K | 0.19% | 69 |
|