RDWM
Red Door 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 | $273K | Sell |
1,501
-11,998
| -89% | -$2.18M | 0.03% | 224 |
|
2025
Q1 | $2.34M | Buy |
13,499
+1
| +0% | +$173 | 0.35% | 63 |
|
2024
Q4 | $2.37M | Sell |
13,498
-484
| -3% | -$84.8K | 0.36% | 59 |
|
2024
Q3 | $2.51M | Buy |
13,982
+1,340
| +11% | +$240K | 0.42% | 56 |
|
2024
Q2 | $2.08M | Buy |
12,642
+173
| +1% | +$28.4K | 0.37% | 58 |
|
2024
Q1 | $2.11M | Hold |
12,469
| – | – | 0.41% | 57 |
|
2023
Q4 | $1.97M | Hold |
12,469
| – | – | 0.43% | 56 |
|
2023
Q3 | $1.77M | Hold |
12,469
| – | – | 0.44% | 56 |
|
2023
Q2 | $1.87M | Hold |
12,469
| – | – | 0.41% | 55 |
|
2023
Q1 | $1.8M | Buy |
+12,469
| New | +$1.8M | 0.57% | 52 |
|
2021
Q3 | – | Sell |
-469
| Closed | -$70K | – | 510 |
|
2021
Q2 | $70K | Buy |
+469
| New | +$70K | 0.03% | 226 |
|
2020
Q3 | – | Sell |
-885
| Closed | -$90K | – | 341 |
|
2020
Q2 | $90K | Buy |
885
+416
| +89% | +$42.3K | 0.07% | 147 |
|
2020
Q1 | $39K | Buy |
+469
| New | +$39K | 0.04% | 181 |
|