WDG
Wealth Dimensions Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
3,134
+184
| +6% | +$33.4K | 0.13% | 96 |
|
|
2025
Q1 | $511K | Buy |
2,950
+4
| +0.1% | +$693 | 0.12% | 99 |
|
|
2024
Q4 | $516K | Sell |
2,946
-69
| -2% | -$12.1K | 0.13% | 88 |
|
|
2024
Q3 | $540K | Buy |
3,015
+4
| +0.1% | +$717 | 0.14% | 78 |
|
|
2024
Q2 | $495K | Buy |
3,011
+3
| +0.1% | +$493 | 0.14% | 82 |
|
|
2024
Q1 | $509K | Buy |
3,008
+4
| +0.1% | +$677 | 0.15% | 81 |
|
|
2023
Q4 | $474K | Sell |
3,004
-4
| -0.1% | -$631 | 0.15% | 77 |
|
|
2023
Q3 | $426K | Buy |
3,008
+4
| +0.1% | +$567 | 0.15% | 82 |
|
|
2023
Q2 | $450K | Buy |
3,004
+4
| +0.1% | +$599 | 0.16% | 83 |
|
|
2023
Q1 | $434K | Buy |
3,000
+4
| +0.1% | +$579 | 0.17% | 80 |
|
|
2022
Q4 | $423K | Sell |
2,996
-99
| -3% | -$14K | 0.17% | 82 |
|
|
2022
Q3 | $394K | Buy |
3,095
+4
| +0.1% | +$509 | 0.19% | 76 |
|
|
2022
Q2 | $415K | Buy |
3,091
+4
| +0.1% | +$537 | 0.2% | 77 |
|
|
2022
Q1 | $487K | Buy |
3,087
+4
| +0.1% | +$631 | 0.23% | 73 |
|
|
2021
Q4 | $502K | Sell |
3,083
-17
| -0.5% | -$2.77K | 0.25% | 72 |
|
|
2021
Q3 | $464K | Buy |
3,100
+3
| +0.1% | +$449 | 0.3% | 74 |
|
|
2021
Q2 | $467K | Buy |
3,097
+2
| +0.1% | +$302 | 0.32% | 70 |
|
|
2021
Q1 | $438K | Buy |
3,095
+4
| +0.1% | +$566 | 0.34% | 67 |
|
|
2020
Q4 | $394K | Buy |
+3,091
| New | +$394K | 0.34% | 64 |
|