WMA
Wealth Management Associates’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Sell |
17,065
-5,868
| -26% | -$239K | 0.27% | 72 |
|
|
2025
Q1 | $784K | Sell |
22,933
-2,213
| -9% | -$75.7K | 0.34% | 61 |
|
|
2024
Q4 | $941K | Sell |
25,146
-1,670
| -6% | -$62.5K | 0.4% | 54 |
|
|
2024
Q3 | $1.01M | Buy |
26,816
+727
| +3% | +$27.4K | 0.44% | 51 |
|
|
2024
Q2 | $956K | Hold |
26,089
| – | – | 0.45% | 48 |
|
|
2024
Q1 | $956K | Buy |
26,089
+18,314
| +236% | +$671K | 0.45% | 48 |
|
|
2023
Q4 | $254K | Buy |
+7,775
| New | +$254K | 0.13% | 163 |
|