SSWM
Smith Salley Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Hold |
801
| – | – | 0.01% | 243 |
|
|
2025
Q1 | $225K | Hold |
801
| – | – | 0.01% | 229 |
|
|
2024
Q4 | $225K | Hold |
801
| – | – | 0.01% | 230 |
|
|
2024
Q3 | $225K | Hold |
801
| – | – | 0.01% | 230 |
|
|
2024
Q2 | $225K | Hold |
801
| – | – | 0.02% | 215 |
|
|
2024
Q1 | $225K | Hold |
801
| – | – | 0.02% | 212 |
|
|
2023
Q4 | $225K | Hold |
801
| – | – | 0.01% | 228 |
|
|
2023
Q3 | $225K | Hold |
801
| – | – | 0.02% | 219 |
|
|
2023
Q2 | $225K | Hold |
801
| – | – | 0.02% | 217 |
|
|
2023
Q1 | $221K | Buy |
+801
| New | +$221K | 0.02% | 214 |
|