WEPOG
Wealth Enhancement & Preservation of GA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-79,050
| Closed | -$11.4M | – | 51 |
|
|
2023
Q1 | $11.4M | Buy |
79,050
+67,488
| +584% | +$9.76M | 13.7% | 2 |
|
|
2022
Q4 | $1.63M | Sell |
11,562
-167
| -1% | -$23.6K | 2.66% | 10 |
|
|
2022
Q3 | $1.49M | Buy |
+11,729
| New | +$1.49M | 2.4% | 10 |
|
|
2022
Q2 | – | Sell |
-14,553
| Closed | -$2.3M | – | 57 |
|
|
2022
Q1 | $2.3M | Sell |
14,553
-19,640
| -57% | -$3.1M | 1.77% | 14 |
|
|
2021
Q4 | $5.57M | Buy |
+34,193
| New | +$5.57M | 3.75% | 10 |
|