PWM
Paulson Wealth Management’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 | $928K | Buy |
5,106
+2,042
| +67% | +$371K | 0.24% | 48 |
|
|
2025
Q1 | $531K | Sell |
3,064
-18
| -0.6% | -$3.12K | 0.15% | 67 |
|
|
2024
Q4 | $540K | Sell |
3,082
-326
| -10% | -$57.1K | 0.15% | 68 |
|
|
2024
Q3 | $611K | Buy |
3,408
+326
| +11% | +$58.4K | 0.16% | 65 |
|
|
2024
Q2 | $506K | Hold |
3,082
| – | – | 0.15% | 73 |
|
|
2024
Q1 | $522K | Sell |
3,082
-10
| -0.3% | -$1.69K | 0.15% | 72 |
|
|
2023
Q4 | $488K | Hold |
3,092
| – | – | 0.16% | 73 |
|
|
2023
Q3 | $438K | Sell |
3,092
-84
| -3% | -$11.9K | 0.15% | 76 |
|
|
2023
Q2 | $475K | Sell |
3,176
-69
| -2% | -$10.3K | 0.16% | 71 |
|
|
2023
Q1 | $469K | Hold |
3,245
| – | – | 0.21% | 47 |
|
|
2022
Q4 | $458K | Sell |
3,245
-269
| -8% | -$38K | 0.22% | 44 |
|
|
2022
Q3 | $447K | Hold |
3,514
| – | – | 0.24% | 38 |
|
|
2022
Q2 | $472K | Buy |
3,514
+27
| +0.8% | +$3.63K | 0.25% | 40 |
|
|
2022
Q1 | $550K | Sell |
3,487
-1
| -0% | -$158 | 0.25% | 34 |
|
|
2021
Q4 | $568K | Buy |
3,488
+1
| +0% | +$163 | 0.25% | 37 |
|
|
2021
Q3 | $522K | Sell |
3,487
-88
| -2% | -$13.2K | 0.25% | 47 |
|
|
2021
Q2 | $539K | Hold |
3,575
| – | – | 0.26% | 46 |
|
|
2021
Q1 | $524K | Sell |
3,575
-61
| -2% | -$8.94K | 0.26% | 46 |
|
|
2020
Q4 | $464K | Sell |
3,636
-95
| -3% | -$12.1K | 0.27% | 50 |
|
|
2020
Q3 | $403K | Sell |
3,731
-398
| -10% | -$43K | 0.26% | 54 |
|
|
2020
Q2 | $420K | Sell |
4,129
-467
| -10% | -$47.5K | 0.29% | 52 |
|
|
2020
Q1 | $412K | Sell |
4,596
-1,245
| -21% | -$112K | 0.32% | 52 |
|
|
2019
Q4 | $692K | Sell |
5,841
-848
| -13% | -$100K | 0.49% | 36 |
|
|
2019
Q3 | $723K | Sell |
6,689
-765
| -10% | -$82.7K | 0.54% | 32 |
|
|
2019
Q2 | $816K | Sell |
7,454
-5,048
| -40% | -$553K | 0.61% | 31 |
|
|
2019
Q1 | $1.31M | Sell |
12,502
-1,820
| -13% | -$190K | 0.99% | 19 |
|
|
2018
Q4 | $1.4M | Sell |
14,322
-5,102
| -26% | -$497K | 1.15% | 17 |
|
|
2018
Q3 | $1.93M | Sell |
19,424
-333
| -2% | -$33.1K | 1.73% | 12 |
|
|
2018
Q2 | $2.01M | Sell |
19,757
-1,192
| -6% | -$121K | 1.99% | 10 |
|
|
2018
Q1 | $2.08M | Sell |
20,949
-1,597
| -7% | -$159K | 2.07% | 11 |
|
|
2017
Q4 | $2.28M | Buy |
+22,546
| New | +$2.28M | 2% | 9 |
|