SHWM
Silicon Hills 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.5M | Sell |
23,396
-620
| -3% | -$92.8K | 1.98% | 13 |
|
|
2023
Q1 | $3.47M | Sell |
24,016
-5,082
| -17% | -$735K | 2.08% | 13 |
|
|
2022
Q4 | $4.11M | Sell |
29,098
-1,863
| -6% | -$263K | 3.05% | 8 |
|
|
2022
Q3 | $3.94M | Sell |
30,961
-3,072
| -9% | -$391K | 3.13% | 9 |
|
|
2022
Q2 | $4.57M | Sell |
34,033
-2,441
| -7% | -$328K | 3.34% | 8 |
|
|
2022
Q1 | $5.75M | Sell |
36,474
-1,182
| -3% | -$186K | 3.67% | 5 |
|
|
2021
Q4 | $6.13M | Sell |
37,656
-8,280
| -18% | -$1.35M | 3.79% | 5 |
|
|
2021
Q3 | $6.88M | Sell |
45,936
-1,593
| -3% | -$239K | 4.72% | 5 |
|
|
2021
Q2 | $7.16M | Sell |
47,529
-1,956
| -4% | -$295K | 5.56% | 4 |
|
|
2021
Q1 | $7.01M | Sell |
49,485
-5,562
| -10% | -$788K | 6.34% | 1 |
|
|
2020
Q4 | $7.02M | Sell |
55,047
-2,737
| -5% | -$349K | 6.36% | 2 |
|
|
2020
Q3 | $6.25M | Sell |
57,784
-2,467
| -4% | -$267K | 6.45% | 2 |
|
|
2020
Q2 | $6.13M | Sell |
60,251
-2,610
| -4% | -$266K | 7.35% | 2 |
|
|
2020
Q1 | $5.28M | Buy |
62,861
+62,529
| +18,834% | +$5.25M | 6.98% | 2 |
|
|
2019
Q4 | $10.4K | Buy |
+332
| New | +$10.4K | 7.99% | 1 |
|