RWIA
Roger Wittlin Investment Advisory’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 | $3.99M | Sell |
21,977
-4,030
| -15% | -$732K | 2.23% | 11 |
|
|
2025
Q1 | $4.51M | Sell |
26,007
-2,328
| -8% | -$403K | 2.64% | 10 |
|
|
2024
Q4 | $4.97M | Buy |
28,335
+4,715
| +20% | +$826K | 2.78% | 10 |
|
|
2024
Q3 | $4.23M | Buy |
23,620
+4,909
| +26% | +$880K | 2.43% | 12 |
|
|
2024
Q2 | $3.07M | Sell |
18,711
-4,072
| -18% | -$669K | 1.97% | 12 |
|
|
2024
Q1 | $3.86M | Sell |
22,783
-1,570
| -6% | -$266K | 2.71% | 11 |
|
|
2023
Q4 | $3.84M | Buy |
+24,353
| New | +$3.84M | 2.84% | 13 |
|