Walled Lake Planning & Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11.1M	Buy
2025 Q1	$10.2M	Buy
2024 Q4	$9.75M	Buy
2024 Q3	$9.45M	Buy
2021 Q3	–	Sell
2021 Q2	$73K	Buy
2021 Q1	$68K	Buy
2020 Q4	$6K	Sell
2020 Q3	$10K	Buy
2020 Q2	$9K	Hold
2020 Q1	$7K	Buy