RWA
River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,732
| Closed | -$310K | – | 218 |
|
|
2024
Q3 | $310K | Buy |
+1,732
| New | +$310K | 0.04% | 174 |
|
|
2019
Q1 | – | Sell |
-297
| Closed | -$27K | – | 407 |
|
|
2018
Q4 | $27K | Sell |
297
-299
| -50% | -$27.2K | 0.01% | 314 |
|
|
2018
Q3 | $64K | Hold |
596
| – | – | 0.02% | 255 |
|
|
2018
Q2 | $61K | Buy |
+596
| New | +$61K | 0.02% | 255 |
|