Accel Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Sell |
2,606
-17
| -0.6% | -$3.09K | 0.16% | 144 |
|
|
2025
Q1 | $454K | Sell |
2,623
-1,331
| -34% | -$231K | 0.16% | 132 |
|
|
2024
Q4 | $693K | Buy |
3,954
+190
| +5% | +$33.3K | 0.26% | 94 |
|
|
2024
Q3 | $674K | Buy |
3,764
+788
| +26% | +$141K | 0.25% | 101 |
|
|
2024
Q2 | $489K | Buy |
2,976
+838
| +39% | +$138K | 0.2% | 117 |
|
|
2024
Q1 | $362K | Sell |
2,138
-12
| -0.6% | -$2.03K | 0.15% | 138 |
|
|
2023
Q4 | $339K | Buy |
+2,150
| New | +$339K | 0.17% | 129 |
|
|
2023
Q2 | – | Sell |
-136
| Closed | -$19.7K | – | 713 |
|
|
2023
Q1 | $19.7K | Hold |
136
| – | – | 0.01% | 722 |
|
|
2022
Q4 | $19.2K | Hold |
136
| – | – | 0.01% | 566 |
|
|
2022
Q3 | $18K | Hold |
136
| – | – | 0.01% | 596 |
|
|
2022
Q2 | $18K | Hold |
136
| – | – | 0.01% | 579 |
|
|
2022
Q1 | $22K | Hold |
136
| – | – | 0.01% | 536 |
|
|
2021
Q4 | $22K | Buy |
136
+36
| +36% | +$5.82K | 0.01% | 553 |
|
|
2021
Q3 | $15K | Hold |
100
| – | – | 0.01% | 559 |
|
|
2021
Q2 | $15K | Hold |
100
| – | – | 0.01% | 613 |
|
|
2021
Q1 | $14K | Hold |
100
| – | – | 0.01% | 595 |
|
|
2020
Q4 | $13K | Buy |
+100
| New | +$13K | 0.01% | 581 |
|