PWA
Pillar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,922
| Closed | -$326K | – | 68 |
|
|
2024
Q1 | $326K | Hold |
1,922
| – | – | 0.25% | 58 |
|
|
2023
Q4 | $303K | Hold |
1,922
| – | – | 0.23% | 63 |
|
|
2023
Q3 | $272K | Sell |
1,922
-548
| -22% | -$77.6K | 0.24% | 58 |
|
|
2023
Q2 | $370K | Hold |
2,470
| – | – | 0.31% | 52 |
|
|
2023
Q1 | $357K | Hold |
2,470
| – | – | 0.36% | 46 |
|
|
2022
Q4 | $349K | Hold |
2,470
| – | – | 0.34% | 48 |
|
|
2022
Q3 | $314K | Hold |
2,470
| – | – | 0.31% | 44 |
|
|
2022
Q2 | $332K | Hold |
2,470
| – | – | 0.34% | 43 |
|
|
2022
Q1 | $390K | Hold |
2,470
| – | – | 0.38% | 36 |
|
|
2021
Q4 | $402K | Buy |
+2,470
| New | +$402K | 0.38% | 37 |
|