Acorn Wealth Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Buy |
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|
2025
Q1 | $530K | Buy |
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|
2024
Q4 | $579K | Buy |
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|
2024
Q3 | $549K | Buy |
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|
2024
Q2 | $513K | Buy |
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|
2024
Q1 | $491K | Buy |
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|
2023
Q4 | $455K | Sell |
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|
2023
Q3 | $442K | Sell |
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|
2023
Q2 | $461K | Buy |
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|
2023
Q1 | $432K | Buy |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $416K | Buy |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $528K | Buy |
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|
2021
Q4 | $591K | Buy |
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|
2021
Q3 | $526K | Sell |
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|
2021
Q2 | $532K | Hold |
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|
2021
Q1 | $495K | Sell |
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|
2020
Q4 | $587K | Sell |
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|
2020
Q3 | $569K | Buy |
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|
2020
Q2 | $535K | Sell |
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|
2020
Q1 | $810K | Buy |
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|
2019
Q4 | $597K | Buy |
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|
2019
Q3 | $551K | Buy |
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|
2019
Q2 | $283K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $56K | Hold |
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|
2018
Q1 | $53K | Buy |
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|
2017
Q4 | $33K | Buy |
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