WMP
Wealth Management Partners’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
Q3 | – | Sell |
-3,844
| Closed | -$575K | – | 120 |
|
|
2023
Q2 | $575K | Sell |
3,844
-255
| -6% | -$38.2K | 0.36% | 57 |
|
|
2023
Q1 | $593K | Buy |
4,099
+99
| +2% | +$14.3K | 0.41% | 52 |
|
|
2022
Q4 | $579K | Hold |
4,000
| – | – | 0.48% | 50 |
|
|
2022
Q3 | $533K | Hold |
4,000
| – | – | 0.47% | 52 |
|
|
2022
Q2 | $561K | Hold |
4,000
| – | – | 0.49% | 49 |
|
|
2022
Q1 | $660K | Hold |
4,000
| – | – | 0.47% | 48 |
|
|
2021
Q4 | $663K | Sell |
4,000
-32
| -0.8% | -$5.3K | 0.46% | 50 |
|
|
2021
Q3 | $604K | Buy |
4,032
+128
| +3% | +$19.2K | 0.45% | 52 |
|
|
2021
Q2 | $588K | Buy |
3,904
+889
| +29% | +$134K | 0.41% | 58 |
|
|
2021
Q1 | $434K | Buy |
3,015
+141
| +5% | +$20.3K | 0.32% | 69 |
|
|
2020
Q4 | $376K | Buy |
+2,874
| New | +$376K | 0.29% | 76 |
|