Accurate Wealth Management’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 | $230K | Sell |
1,240
-50
| -4% | -$9.29K | 0.04% | 407 |
|
|
2025
Q1 | $209K | Sell |
1,290
-132
| -9% | -$21.4K | 0.04% | 360 |
|
|
2024
Q4 | $246K | Buy |
1,422
+22
| +2% | +$3.81K | 0.05% | 326 |
|
|
2024
Q3 | $253K | Sell |
1,400
-62
| -4% | -$11.2K | 0.05% | 310 |
|
|
2024
Q2 | $247K | Sell |
1,462
-7,269
| -83% | -$1.23M | 0.06% | 274 |
|
|
2024
Q1 | $1.4M | Sell |
8,731
-1,732
| -17% | -$277K | 0.41% | 69 |
|
|
2023
Q4 | $1.64M | Buy |
10,463
+7,375
| +239% | +$1.15M | 0.51% | 56 |
|
|
2023
Q3 | $441K | Buy |
3,088
+290
| +10% | +$41.4K | 0.14% | 149 |
|
|
2023
Q2 | $425K | Buy |
2,798
+204
| +8% | +$31K | 0.13% | 157 |
|
|
2023
Q1 | $373K | Buy |
2,594
+396
| +18% | +$57K | 0.13% | 166 |
|
|
2022
Q4 | $322K | Buy |
+2,198
| New | +$322K | 0.12% | 154 |
|