SSW
Stone Summit 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 | $5.85M | Sell |
32,213
-400
| -1% | -$72.7K | 1.81% | 13 |
|
|
2025
Q1 | $5.65M | Buy |
32,613
+1,275
| +4% | +$221K | 1.91% | 10 |
|
|
2024
Q4 | $5.49M | Buy |
31,338
+3,663
| +13% | +$642K | 1.84% | 11 |
|
|
2024
Q3 | $4.96M | Buy |
27,675
+2,132
| +8% | +$382K | 1.6% | 14 |
|
|
2024
Q2 | $4.2M | Buy |
25,543
+3,306
| +15% | +$543K | 1.5% | 16 |
|
|
2024
Q1 | $3.77M | Buy |
22,237
+6,945
| +45% | +$1.18M | 1.31% | 21 |
|
|
2023
Q4 | $2.41M | Buy |
15,292
+6,004
| +65% | +$947K | 0.93% | 36 |
|
|
2023
Q3 | $1.32M | Sell |
9,288
-217
| -2% | -$30.7K | 0.56% | 62 |
|
|
2023
Q2 | $1.42M | Buy |
9,505
+1,019
| +12% | +$152K | 0.59% | 57 |
|
|
2023
Q1 | $1.23M | Buy |
8,486
+58
| +0.7% | +$8.39K | 0.55% | 61 |
|
|
2022
Q4 | $1.19M | Buy |
8,428
+6,581
| +356% | +$930K | 0.58% | 58 |
|
|
2022
Q3 | $235K | Sell |
1,847
-119
| -6% | -$15.1K | 0.14% | 119 |
|
|
2022
Q2 | $264K | Sell |
1,966
-354
| -15% | -$47.5K | 0.16% | 117 |
|
|
2022
Q1 | $368K | Buy |
+2,320
| New | +$368K | 0.21% | 101 |
|