SWMG
Sanchez Wealth Management Group’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 | – | Sell |
-1,613
| Closed | -$283K | – | 50 |
|
|
2024
Q4 | $283K | Buy |
+1,613
| New | +$283K | 0.08% | 42 |
|
|
2020
Q1 | – | Sell |
-91,507
| Closed | -$10.6M | – | 23 |
|
|
2019
Q4 | $10.6M | Buy |
91,507
+1,877
| +2% | +$217K | 7.67% | 5 |
|
|
2019
Q3 | $9.69M | Buy |
89,630
+5,570
| +7% | +$602K | 7.99% | 6 |
|
|
2019
Q2 | $9.06M | Buy |
84,060
+621
| +0.7% | +$66.9K | 7.81% | 6 |
|
|
2019
Q1 | $8.71M | Buy |
83,439
+569
| +0.7% | +$59.4K | 7.78% | 5 |
|
|
2018
Q4 | $7.57M | Sell |
82,870
-34,848
| -30% | -$3.18M | 8.36% | 6 |
|
|
2018
Q3 | $12.6M | Sell |
117,718
-86,614
| -42% | -$9.25M | 12.89% | 4 |
|
|
2018
Q2 | $20.8M | Buy |
204,332
+4,695
| +2% | +$478K | 19.71% | 1 |
|
|
2018
Q1 | $19.4M | Buy |
199,637
+1,825
| +0.9% | +$178K | 19.61% | 1 |
|
|
2017
Q4 | $20.5M | Buy |
+197,812
| New | +$20.5M | 21.13% | 1 |
|