SWA
Sax 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 | $3.5M | Buy |
19,281
+9,887
| +105% | +$1.8M | 0.21% | 72 |
|
|
2025
Q1 | $1.63M | Buy |
9,394
+2,904
| +45% | +$503K | 0.12% | 98 |
|
|
2024
Q4 | $1.14M | Buy |
6,490
+2,452
| +61% | +$430K | 0.09% | 109 |
|
|
2024
Q3 | $723K | Buy |
4,038
+1,714
| +74% | +$307K | 0.06% | 122 |
|
|
2024
Q2 | $382K | Buy |
+2,324
| New | +$382K | 0.04% | 178 |
|