SWM
StoneCrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.35M | Buy |
23,921
+551
| +2% | +$100K | 2.07% | 19 |
|
|
2025
Q1 | $4.05M | Sell |
23,370
-568
| -2% | -$98.4K | 2.57% | 14 |
|
|
2024
Q4 | $4.19M | Buy |
23,938
+640
| +3% | +$112K | 2.74% | 13 |
|
|
2024
Q3 | $4.17M | Buy |
23,298
+139
| +0.6% | +$24.9K | 3.04% | 13 |
|
|
2024
Q2 | $3.8M | Sell |
23,159
-2,629
| -10% | -$432K | 2.9% | 14 |
|
|
2024
Q1 | $4.37M | Buy |
25,788
+244
| +1% | +$41.3K | 3.78% | 10 |
|
|
2023
Q4 | $4.03M | Buy |
+25,544
| New | +$4.03M | 3.86% | 11 |
|