SWM
SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,719
| Closed | -$312K | – | 203 |
|
|
2020
Q1 | $312K | Buy |
+3,719
| New | +$312K | 0.04% | 164 |
|
|
2016
Q4 | – | Sell |
-3,525
| Closed | -$295K | – | 205 |
|
|
2016
Q3 | $295K | Hold |
3,525
| – | – | 0.05% | 167 |
|
|
2016
Q2 | $283K | Hold |
3,525
| – | – | 0.05% | 170 |
|
|
2016
Q1 | $277K | Sell |
3,525
-1,103
| -24% | -$86.7K | 0.05% | 173 |
|
|
2015
Q4 | $355K | Buy |
4,628
+811
| +21% | +$62.2K | 0.06% | 174 |
|
|
2015
Q3 | $281K | Buy |
3,817
+109
| +3% | +$8.02K | 0.05% | 176 |
|
|
2015
Q2 | $296K | Buy |
3,708
+484
| +15% | +$38.6K | 0.05% | 177 |
|
|
2015
Q1 | $261K | Buy |
+3,224
| New | +$261K | 0.05% | 187 |
|