OWA
Opal 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 | $569K | Sell |
3,129
-15
| -0.5% | -$2.73K | 0.16% | 76 |
|
|
2025
Q1 | $545K | Sell |
3,144
-50
| -2% | -$8.66K | 0.17% | 71 |
|
|
2024
Q4 | $560K | Sell |
3,194
-105
| -3% | -$18.4K | 0.17% | 84 |
|
|
2024
Q3 | $591K | Sell |
3,299
-1,054
| -24% | -$189K | 0.19% | 72 |
|
|
2024
Q2 | $715K | Buy |
4,353
+67
| +2% | +$11K | 0.23% | 55 |
|
|
2024
Q1 | $726K | Sell |
4,286
-489
| -10% | -$82.8K | 0.25% | 55 |
|
|
2023
Q4 | $753K | Sell |
4,775
-337
| -7% | -$53.2K | 0.3% | 54 |
|
|
2023
Q3 | $724K | Sell |
5,112
-285
| -5% | -$40.4K | 0.42% | 38 |
|
|
2023
Q2 | $808K | Buy |
5,397
+193
| +4% | +$28.9K | 0.4% | 30 |
|
|
2023
Q1 | $753K | Sell |
5,204
-245
| -4% | -$35.4K | 0.44% | 27 |
|
|
2022
Q4 | $770K | Buy |
+5,449
| New | +$770K | 0.42% | 36 |
|