VWA
Visionary Wealth Advisors’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-16,193
| Closed | -$2.32M | – | 301 |
|
2020
Q3 | $2.32M | Sell |
16,193
-892
| -5% | -$128K | 0.33% | 77 |
|
2020
Q2 | $2.32M | Sell |
17,085
-14,414
| -46% | -$1.95M | 0.35% | 76 |
|
2020
Q1 | $3.9M | Sell |
31,499
-3,710
| -11% | -$459K | 0.73% | 44 |
|
2019
Q4 | $5.14M | Buy |
+35,209
| New | +$5.14M | 0.92% | 34 |
|