WWA
WCG Wealth Advisors’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-148,568
| Closed | -$10.8M | – | 164 |
|
|
2022
Q4 | $10.8M | Buy |
148,568
+8,996
| +6% | +$654K | 1.48% | 20 |
|
|
2022
Q3 | $9.12M | Sell |
139,572
-4,613
| -3% | -$301K | 1.21% | 23 |
|
|
2022
Q2 | $8.87M | Buy |
+144,185
| New | +$8.87M | 1.23% | 23 |
|