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
2024
Q2
$4.64M Sell
2024
Q1
$5.01M Sell
2023
Q4
$4.91M Sell
2023
Q3
$5.55M Sell
2023
Q2
$8.02M Sell
2023
Q1
$14.4M Buy
2022
Q4
$13.4M Buy
2022
Q3
$7.94M Buy
2022
Q2
$3.55M Sell
2022
Q1
$4.46M Buy
2021
Q4
$4.17M Buy
2021
Q3
$3.14M Buy
2021
Q2
$2.78M Buy
2021
Q1
$2.02M Buy
2020
Q4
$1.78M Sell
2020
Q3
$1.56M Sell
2020
Q2
$1.83M Sell
2020
Q1
$1.72M Sell
2019
Q4
$2.21M Buy
2019
Q3
$279K Buy
2019
Q2
$278K Sell
2019
Q1
$290K Buy
2018
Q4
$202K Buy