PWM
Purus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,560
| Closed | -$270K | – | 141 |
|
|
2025
Q1 | $270K | Hold |
1,560
| – | – | 0.11% | 101 |
|
|
2024
Q4 | $273K | Buy |
+1,560
| New | +$273K | 0.11% | 98 |
|
|
2024
Q3 | – | Sell |
-1,574
| Closed | -$259K | – | 121 |
|
|
2024
Q2 | $259K | Hold |
1,574
| – | – | 0.11% | 98 |
|
|
2024
Q1 | $267K | Sell |
1,574
-36
| -2% | -$6.1K | 0.13% | 95 |
|
|
2023
Q4 | $254K | Buy |
1,610
+36
| +2% | +$5.68K | 0.15% | 108 |
|
|
2023
Q3 | $223K | Hold |
1,574
| – | – | 0.15% | 108 |
|
|
2023
Q2 | $236K | Buy |
1,574
+14
| +0.9% | +$2.1K | 0.15% | 109 |
|
|
2023
Q1 | $226K | Buy |
+1,560
| New | +$226K | 0.18% | 107 |
|