RWA
Redmont Wealth Advisors’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
Q1 | $7.76M | Sell |
44,776
-979
| -2% | -$170K | 15.11% | 1 |
|
|
2024
Q4 | $8.02M | Buy |
45,755
+1,403
| +3% | +$246K | 13.85% | 1 |
|
|
2024
Q3 | $7.95M | Sell |
44,352
-2,494
| -5% | -$447K | 12.3% | 1 |
|
|
2024
Q2 | $7.7M | Sell |
46,846
-2,698
| -5% | -$443K | 12.1% | 1 |
|
|
2024
Q1 | $8.39M | Sell |
49,544
-6,997
| -12% | -$1.19M | 11.62% | 1 |
|
|
2023
Q4 | $8.92M | Buy |
56,541
+2,094
| +4% | +$330K | 13% | 1 |
|
|
2023
Q3 | $7.71M | Buy |
54,447
+1,474
| +3% | +$209K | 13.55% | 1 |
|
|
2023
Q2 | $7.93M | Buy |
52,973
+3,058
| +6% | +$458K | 13.63% | 1 |
|
|
2023
Q1 | $7.22M | Sell |
49,915
-11,469
| -19% | -$1.66M | 14.57% | 1 |
|
|
2022
Q4 | $8.67M | Sell |
61,384
-343
| -0.6% | -$48.4K | 10.17% | 2 |
|
|
2022
Q3 | $7.86M | Sell |
61,727
-4,913
| -7% | -$625K | 10.22% | 2 |
|
|
2022
Q2 | $8.95M | Buy |
66,640
+1,326
| +2% | +$178K | 10.84% | 2 |
|
|
2022
Q1 | $10.3M | Buy |
65,314
+11,205
| +21% | +$1.77M | 10.97% | 2 |
|
|
2021
Q4 | $8.81M | Buy |
+54,109
| New | +$8.81M | 9.42% | 2 |
|