RWA
Rooted 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
Q2 | $1.04M | Buy |
5,639
+629
| +13% | +$116K | 0.36% | 42 |
|
|
2025
Q1 | $787K | Sell |
5,010
-9
| -0.2% | -$1.42K | 0.34% | 44 |
|
|
2024
Q4 | $881K | Buy |
5,019
+111
| +2% | +$19.5K | 0.34% | 44 |
|
|
2024
Q3 | $870K | Sell |
4,908
-314
| -6% | -$55.7K | 0.39% | 42 |
|
|
2024
Q2 | $885K | Buy |
5,222
+195
| +4% | +$33K | 0.39% | 43 |
|
|
2024
Q1 | $839K | Buy |
5,027
+217
| +5% | +$36.2K | 0.41% | 42 |
|
|
2023
Q4 | $759K | Buy |
+4,810
| New | +$759K | 0.4% | 43 |
|