SFWA
Summit Financial Wealth Advisors’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
Q1 | $3.64M | Sell |
20,992
-79
| -0.4% | -$13.7K | 0.72% | 31 |
|
|
2024
Q4 | $3.8M | Sell |
21,071
-613
| -3% | -$110K | 0.74% | 31 |
|
|
2024
Q3 | $3.88M | Sell |
21,684
-23
| -0.1% | -$4.12K | 0.73% | 33 |
|
|
2024
Q2 | $3.57M | Hold |
21,707
| – | – | 0.72% | 29 |
|
|
2024
Q1 | $3.68M | Sell |
21,707
-78
| -0.4% | -$13.2K | 0.74% | 32 |
|
|
2023
Q4 | $3.44M | Hold |
21,785
| – | – | 0.78% | 31 |
|
|
2023
Q3 | $3.06M | Hold |
21,785
| – | – | 0.75% | 31 |
|
|
2023
Q2 | $3.26M | Hold |
21,785
| – | – | 0.75% | 31 |
|
|
2023
Q1 | $3.15M | Sell |
21,785
-197
| -0.9% | -$28.5K | 0.75% | 31 |
|
|
2022
Q4 | $3.1M | Buy |
+21,982
| New | +$3.1M | 0.75% | 32 |
|