WLG
Williamson Legacy Group’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 | $232K | Sell |
5,683
-258
| -4% | -$10.5K | 0.2% | 101 |
|
|
2025
Q1 | $203K | Sell |
5,941
-1,084
| -15% | -$37.1K | 0.19% | 102 |
|
|
2024
Q4 | $263K | Sell |
7,025
-4,238
| -38% | -$159K | 0.18% | 106 |
|
|
2024
Q3 | $425K | Buy |
11,263
+1,473
| +15% | +$55.5K | 0.28% | 89 |
|
|
2024
Q2 | $359K | Buy |
+9,790
| New | +$359K | 0.27% | 81 |
|
|
2024
Q1 | – | Sell |
-8,957
| Closed | -$292K | – | 86 |
|
|
2023
Q4 | $292K | Buy |
+8,957
| New | +$292K | 0.27% | 78 |
|