WFL
Wealth Forward LLC’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 | $20.8M | Sell |
114,506
-1,113
| -1% | -$202K | 13.98% | 1 |
|
|
2025
Q1 | $20M | Sell |
115,619
-1,314
| -1% | -$228K | 14.25% | 1 |
|
|
2024
Q4 | $20.5M | Sell |
116,933
-1,448
| -1% | -$254K | 14.46% | 1 |
|
|
2024
Q3 | $21.2M | Sell |
118,381
-7,399
| -6% | -$1.33M | 14.87% | 1 |
|
|
2024
Q2 | $20.7M | Buy |
125,780
+305
| +0.2% | +$50.1K | 16.14% | 1 |
|
|
2024
Q1 | $21.3M | Buy |
125,475
+102
| +0.1% | +$17.3K | 16.73% | 1 |
|
|
2023
Q4 | $19.8M | Buy |
+125,373
| New | +$19.8M | 16.71% | 1 |
|