PWA
Peterson 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 | $549K | Buy |
3,020
+12
| +0.4% | +$2.18K | 0.09% | 60 |
|
|
2025
Q1 | $469K | Buy |
3,008
+15
| +0.5% | +$2.34K | 0.09% | 59 |
|
|
2024
Q4 | $528K | Sell |
2,993
-539
| -15% | -$95K | 0.1% | 53 |
|
|
2024
Q3 | $633K | Sell |
3,532
-467
| -12% | -$83.7K | 0.12% | 46 |
|
|
2024
Q2 | $657K | Buy |
3,999
+16
| +0.4% | +$2.63K | 0.14% | 39 |
|
|
2024
Q1 | $675K | Buy |
3,983
+16
| +0.4% | +$2.71K | 0.14% | 39 |
|
|
2023
Q4 | $626K | Sell |
3,967
-246
| -6% | -$38.8K | 0.15% | 36 |
|
|
2023
Q3 | $597K | Buy |
4,213
+11
| +0.3% | +$1.56K | 0.16% | 36 |
|
|
2023
Q2 | $630K | Buy |
4,202
+19
| +0.5% | +$2.85K | 0.17% | 36 |
|
|
2023
Q1 | $605K | Sell |
4,183
-154
| -4% | -$22.3K | 0.17% | 39 |
|
|
2022
Q4 | $613K | Buy |
4,337
+56
| +1% | +$7.91K | 0.19% | 35 |
|
|
2022
Q3 | $545K | Hold |
4,281
| – | – | 0.18% | 36 |
|
|
2022
Q2 | $575K | Hold |
4,281
| – | – | 0.19% | 34 |
|
|
2022
Q1 | $675K | Hold |
4,281
| – | – | 0.2% | 37 |
|
|
2021
Q4 | $697K | Sell |
4,281
-18
| -0.4% | -$2.93K | 0.2% | 35 |
|
|
2021
Q3 | $644K | Sell |
4,299
-118
| -3% | -$17.7K | 0.21% | 33 |
|
|
2021
Q2 | $666K | Hold |
4,417
| – | – | 0.24% | 30 |
|
|
2021
Q1 | $626K | Hold |
4,417
| – | – | 0.25% | 26 |
|
|
2020
Q4 | $563K | Hold |
4,417
| – | – | 0.25% | 31 |
|
|
2020
Q3 | $478K | Sell |
4,417
-186
| -4% | -$20.1K | 0.24% | 29 |
|
|
2020
Q2 | $468K | Sell |
4,603
-2,046
| -31% | -$208K | 0.25% | 28 |
|
|
2020
Q1 | $559K | Sell |
6,649
-3,226
| -33% | -$271K | 0.36% | 27 |
|
|
2019
Q4 | $1.14M | Sell |
9,875
-120
| -1% | -$13.9K | 0.65% | 17 |
|
|
2019
Q3 | $1.08M | Buy |
9,995
+48
| +0.5% | +$5.19K | 0.66% | 17 |
|
|
2019
Q2 | $1.07M | Buy |
9,947
+45
| +0.5% | +$4.85K | 0.68% | 17 |
|
|
2019
Q1 | $1.07M | Buy |
9,902
+700
| +8% | +$75.4K | 0.71% | 17 |
|
|
2018
Q4 | $841K | Sell |
9,202
-930
| -9% | -$85K | 0.67% | 19 |
|
|
2018
Q3 | $1.08M | Sell |
10,132
-83
| -0.8% | -$8.86K | 0.79% | 18 |
|
|
2018
Q2 | $1.04M | Sell |
10,215
-1,007
| -9% | -$103K | 0.84% | 18 |
|
|
2018
Q1 | $1.12M | Sell |
11,222
-326
| -3% | -$32.4K | 0.92% | 18 |
|
|
2017
Q4 | $1.17M | Buy |
+11,548
| New | +$1.17M | 1.05% | 17 |
|