SW
Simplicity Wealth’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 | $4.24M | Buy |
23,320
+11,277
| +94% | +$2.05M | 0.18% | 128 |
|
|
2025
Q1 | $2.09M | Sell |
12,043
-7,378
| -38% | -$1.28M | 0.16% | 147 |
|
|
2024
Q4 | $3.4M | Buy |
19,421
+1,461
| +8% | +$256K | 0.71% | 29 |
|
|
2024
Q3 | $3.22M | Sell |
17,960
-58,146
| -76% | -$10.4M | 0.3% | 76 |
|
|
2024
Q2 | $12.5M | Buy |
76,106
+7,846
| +11% | +$1.29M | 0.28% | 75 |
|
|
2024
Q1 | $11.6M | Buy |
+68,260
| New | +$11.6M | 0.28% | 73 |
|