WWA
WCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,228
| Closed | -$2.19M | – | 315 |
|
|
2024
Q3 | $2.19M | Buy |
+12,228
| New | +$2.19M | 0.15% | 150 |
|
|
2024
Q1 | – | Sell |
-44,794
| Closed | -$7.07M | – | 299 |
|
|
2023
Q4 | $7.07M | Buy |
44,794
+15,795
| +54% | +$2.49M | 0.52% | 56 |
|
|
2023
Q3 | $4.19M | Buy |
+28,999
| New | +$4.19M | 0.31% | 81 |
|