Acorn Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Buy |
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|
2025
Q1 | $3.35M | Buy |
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|
2024
Q4 | $3.05M | Buy |
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|
2024
Q3 | $2.44M | Sell |
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|
2024
Q2 | $2.4M | Buy |
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|
2024
Q1 | $2.47M | Buy |
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|
2023
Q4 | $2.29M | Sell |
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|
2023
Q3 | $2.27M | Sell |
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|
2023
Q2 | $2.42M | Buy |
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|
2023
Q1 | $2.26M | Sell |
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|
2022
Q4 | $2.26M | Buy |
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|
2022
Q3 | $1.94M | Sell |
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|
2022
Q2 | $2.05M | Sell |
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|
2022
Q1 | $2.56M | Sell |
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|
2021
Q4 | $2.65M | Buy |
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|
2021
Q3 | $2.39M | Buy |
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|
2021
Q2 | $2.35M | Buy |
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|
2021
Q1 | $2.09M | Buy |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $1.08M | Sell |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $1.11M | Sell |
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|
2019
Q4 | $2M | Sell |
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|
2019
Q3 | $2.01M | Buy |
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|
2019
Q2 | $1.84M | Sell |
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|
2019
Q1 | $2.02M | Sell |
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|
2018
Q4 | $1.8M | Sell |
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|
2018
Q3 | $2.03M | Sell |
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|
2018
Q2 | $2.1M | Sell |
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|
2018
Q1 | $2.1M | Buy |
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|
2017
Q4 | $2.12M | Buy |
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