YWS
Yarger Wealth Strategies’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 | $1.07M | Buy |
5,888
+23
| +0.4% | +$4.18K | 0.56% | 37 |
|
2025
Q1 | $1.02M | Buy |
5,865
+28
| +0.5% | +$4.85K | 0.59% | 35 |
|
2024
Q4 | $1.02M | Buy |
5,837
+20
| +0.3% | +$3.51K | 0.59% | 36 |
|
2024
Q3 | $1.04M | Buy |
5,817
+22
| +0.4% | +$3.94K | 0.58% | 36 |
|
2024
Q2 | $952K | Sell |
5,795
-67
| -1% | -$11K | 0.57% | 37 |
|
2024
Q1 | $993K | Buy |
5,862
+25
| +0.4% | +$4.23K | 0.68% | 35 |
|
2023
Q4 | $921K | Buy |
5,837
+22
| +0.4% | +$3.47K | 0.74% | 27 |
|
2023
Q3 | $824K | Sell |
5,815
-239
| -4% | -$33.9K | 0.7% | 27 |
|
2023
Q2 | $906K | Buy |
6,054
+379
| +7% | +$56.7K | 0.81% | 26 |
|
2023
Q1 | $821K | Buy |
5,675
+27
| +0.5% | +$3.91K | 0.9% | 25 |
|
2022
Q4 | $798K | Buy |
5,648
+23
| +0.4% | +$3.25K | 0.99% | 24 |
|
2022
Q3 | $716K | Buy |
5,625
+26
| +0.5% | +$3.31K | 0.95% | 24 |
|
2022
Q2 | $767K | Buy |
5,599
+28
| +0.5% | +$3.84K | 0.99% | 22 |
|
2022
Q1 | $879K | Buy |
5,571
+23
| +0.4% | +$3.63K | 1.15% | 19 |
|
2021
Q4 | $903K | Buy |
+5,548
| New | +$903K | 0.97% | 21 |
|