SSWM
RSP icon

Smith Salley 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
Q3
Sell
-1,707
Closed -$255K 234
2023
Q2
$255K Sell
1,707
-168
-9% -$25.1K 0.02% 210
2023
Q1
$271K Sell
1,875
-928
-33% -$134K 0.02% 201
2022
Q4
$396K Buy
+2,803
New +$396K 0.03% 180