SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-700
| Closed | -$89K | – | 600 |
|
|
2022
Q3 | $89K | Sell |
700
-500
| -42% | -$63.6K | 0.04% | 225 |
|
|
2022
Q2 | $161K | Sell |
1,200
-166
| -12% | -$22.3K | 0.06% | 166 |
|
|
2022
Q1 | $215K | Sell |
1,366
-1,531
| -53% | -$241K | 0.08% | 128 |
|
|
2021
Q4 | $471K | Sell |
2,897
-168
| -5% | -$27.3K | 0.19% | 62 |
|
|
2021
Q3 | $459K | Buy |
3,065
+415
| +16% | +$62.1K | 0.24% | 47 |
|
|
2021
Q2 | $399K | Buy |
+2,650
| New | +$399K | 0.32% | 39 |
|