PWPS
Pinnacle Wealth Planning Services’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 | $2.19M | Buy |
12,069
+874
| +8% | +$159K | 0.29% | 46 |
|
|
2025
Q1 | $1.94M | Buy |
11,195
+734
| +7% | +$127K | 0.29% | 49 |
|
|
2024
Q4 | $1.83M | Buy |
10,461
+2,600
| +33% | +$456K | 0.28% | 50 |
|
|
2024
Q3 | $1.41M | Sell |
7,861
-2,016
| -20% | -$361K | 0.19% | 69 |
|
|
2024
Q2 | $1.62M | Buy |
9,877
+478
| +5% | +$78.5K | 0.23% | 60 |
|
|
2024
Q1 | $1.59M | Sell |
9,399
-144
| -2% | -$24.4K | 0.23% | 61 |
|
|
2023
Q4 | $1.51M | Buy |
9,543
+231
| +2% | +$36.5K | 0.24% | 65 |
|
|
2023
Q3 | $1.32M | Buy |
9,312
+1,000
| +12% | +$142K | 0.22% | 66 |
|
|
2023
Q2 | $1.24M | Buy |
8,312
+903
| +12% | +$135K | 0.2% | 73 |
|
|
2023
Q1 | $1.07M | Buy |
7,409
+1,847
| +33% | +$267K | 0.18% | 88 |
|
|
2022
Q4 | $786K | Buy |
5,562
+2,408
| +76% | +$340K | 0.14% | 102 |
|
|
2022
Q3 | $401K | Buy |
3,154
+371
| +13% | +$47.2K | 0.07% | 175 |
|
|
2022
Q2 | $374K | Buy |
2,783
+414
| +17% | +$55.6K | 0.07% | 197 |
|
|
2022
Q1 | $374K | Buy |
+2,369
| New | +$374K | 0.07% | 222 |
|