PWG
Private Wealth Group’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 | $8.73M | Sell |
48,060
-1,863
| -4% | -$339K | 4.65% | 5 |
|
|
2025
Q1 | $8.65M | Sell |
49,923
-1,086
| -2% | -$188K | 5.08% | 3 |
|
|
2024
Q4 | $8.94M | Buy |
51,009
+2,122
| +4% | +$372K | 4.37% | 5 |
|
|
2024
Q3 | $8.76M | Sell |
48,887
-987
| -2% | -$177K | 4.38% | 5 |
|
|
2024
Q2 | $8.19M | Buy |
49,874
+285
| +0.6% | +$46.8K | 4.3% | 5 |
|
|
2024
Q1 | $8.4M | Sell |
49,589
-880
| -2% | -$149K | 4.35% | 5 |
|
|
2023
Q4 | $7.96M | Sell |
50,469
-6,440
| -11% | -$1.02M | 4.52% | 5 |
|
|
2023
Q3 | $8.06M | Buy |
+56,909
| New | +$8.06M | 5.28% | 6 |
|