SWMG
Sard 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
Q2 | $16M | Buy |
87,811
+1,101
| +1% | +$200K | 9.84% | 4 |
|
|
2025
Q1 | $15M | Buy |
86,710
+1,785
| +2% | +$309K | 10.07% | 4 |
|
|
2024
Q4 | $14.9M | Sell |
84,925
-25
| -0% | -$4.38K | 9.99% | 4 |
|
|
2024
Q3 | $15.2M | Buy |
84,950
+683
| +0.8% | +$122K | 10.06% | 3 |
|
|
2024
Q2 | $13.8M | Buy |
84,267
+57,534
| +215% | +$9.45M | 9.72% | 4 |
|
|
2024
Q1 | $4.53M | Buy |
26,733
+6,082
| +29% | +$1.03M | 4.09% | 8 |
|
|
2023
Q4 | $3.26M | Buy |
+20,651
| New | +$3.26M | 3.29% | 9 |
|