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Alan B. Lancz & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Alan B. Lancz & Associates’s Portfolio RSP Stock Details RSP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$389K Sell
2,140
-235
-10% -$42.7K 0.39% 68
2025
Q1 		$411K Sell
2,375
-175
-7% -$30.3K 0.44% 63
2024
Q4 		$447K Buy
2,550
+750
+42% +$131K 0.45% 56
2024
Q3 		$322K Buy
+1,800
New +$322K 0.3% 90