SSWM
Sheets Smith Wealth Management’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,619
| Closed | -$253K | – | 382 |
|
|
2021
Q4 | $253K | Sell |
1,619
-53
| -3% | -$8.28K | 0.03% | 332 |
|
|
2021
Q3 | $241K | Buy |
1,672
+122
| +8% | +$17.6K | 0.03% | 332 |
|
|
2021
Q2 | $230K | Sell |
1,550
-24
| -2% | -$3.56K | 0.03% | 332 |
|
|
2021
Q1 | $222K | Sell |
1,574
-377
| -19% | -$53.2K | 0.03% | 310 |
|
|
2020
Q4 | $239K | Sell |
1,951
-1,276
| -40% | -$156K | 0.04% | 303 |
|
|
2020
Q3 | $332K | Buy |
+3,227
| New | +$332K | 0.06% | 230 |
|