RWM
RBA Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,062
| Closed | -$611K | – | 102 |
|
|
2019
Q4 | $611K | Sell |
13,062
-1,287
| -9% | -$60.2K | 0.42% | 55 |
|
|
2019
Q3 | $626K | Buy |
14,349
+717
| +5% | +$31.3K | 0.48% | 50 |
|
|
2019
Q2 | $591K | Buy |
13,632
+283
| +2% | +$12.3K | 0.46% | 54 |
|
|
2019
Q1 | $556K | Buy |
+13,349
| New | +$556K | 0.43% | 53 |
|