PWM
Prentice 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-355
| Closed | -$48K | – | 157 |
|
|
2022
Q2 | $48K | Buy |
+355
| New | +$48K | 0.05% | 72 |
|
|
2021
Q4 | – | Sell |
-495
| Closed | -$74K | – | 257 |
|
|
2021
Q3 | $74K | Buy |
495
+140
| +39% | +$20.9K | 0.04% | 157 |
|
|
2021
Q2 | $54K | Hold |
355
| – | – | 0.03% | 173 |
|
|
2021
Q1 | $50K | Buy |
+355
| New | +$50K | 0.03% | 173 |
|