PWA
Phoenix 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 | $5.52M | Buy |
30,369
+726
| +2% | +$132K | 2.31% | 10 |
|
|
2025
Q1 | $5.14M | Buy |
29,643
+5,438
| +22% | +$942K | 2.24% | 12 |
|
|
2024
Q4 | $4.24M | Buy |
24,205
+13,671
| +130% | +$2.4M | 1.84% | 12 |
|
|
2024
Q3 | $1.89M | Buy |
10,534
+15
| +0.1% | +$2.69K | 0.88% | 39 |
|
|
2024
Q2 | $1.73M | Buy |
10,519
+2,624
| +33% | +$431K | 0.87% | 33 |
|
|
2024
Q1 | $1.34M | Buy |
+7,895
| New | +$1.34M | 0.81% | 36 |
|
|
2021
Q4 | – | Sell |
-858
| Closed | -$129K | – | 308 |
|
|
2021
Q3 | $129K | Buy |
858
+300
| +54% | +$45.1K | 0.1% | 139 |
|
|
2021
Q2 | $84K | Hold |
558
| – | – | 0.06% | 161 |
|
|
2021
Q1 | $80K | Buy |
558
+200
| +56% | +$28.7K | 0.06% | 162 |
|
|
2020
Q4 | $46K | Buy |
+358
| New | +$46K | 0.03% | 191 |
|