9258 Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.68M | Sell |
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|
2024
Q2 | $4.64M | Sell |
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|
2024
Q1 | $5.01M | Sell |
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|
2023
Q4 | $4.91M | Sell |
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|
2023
Q3 | $5.55M | Sell |
|
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|
2023
Q2 | $8.02M | Sell |
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|
2023
Q1 | $14.4M | Buy |
|
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|
2022
Q4 | $13.4M | Buy |
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|
2022
Q3 | $7.94M | Buy |
|
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|
2022
Q2 | $3.55M | Sell |
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|
2022
Q1 | $4.46M | Buy |
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|
2021
Q4 | $4.17M | Buy |
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|
2021
Q3 | $3.14M | Buy |
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|
2021
Q2 | $2.78M | Buy |
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|
2021
Q1 | $2.02M | Buy |
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|
2020
Q4 | $1.78M | Sell |
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|
2020
Q3 | $1.56M | Sell |
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|
2020
Q2 | $1.83M | Sell |
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|
2020
Q1 | $1.72M | Sell |
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|
2019
Q4 | $2.21M | Buy |
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|
2019
Q3 | $279K | Buy |
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|
2019
Q2 | $278K | Sell |
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|
2019
Q1 | $290K | Buy |
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|
2018
Q4 | $202K | Buy |
|