SWM
Sagace 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 | $6.18M | Sell |
34,021
-3,111
| -8% | -$565K | 4.62% | 3 |
|
|
2025
Q1 | $6.43M | Buy |
37,132
+345
| +0.9% | +$59.8K | 4.86% | 4 |
|
|
2024
Q4 | $6.45M | Buy |
36,787
+12,843
| +54% | +$2.25M | 4.82% | 4 |
|
|
2024
Q3 | $4.34M | Buy |
23,944
+5,458
| +30% | +$989K | 3.35% | 7 |
|
|
2024
Q2 | $3.14M | Buy |
+18,486
| New | +$3.14M | 3.07% | 10 |
|