AllSquare Wealth Management’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 | $878K | Sell |
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|
2025
Q1 | $847K | Hold |
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|
2024
Q4 | $857K | Sell |
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|
2024
Q3 | $890K | Buy |
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|
2024
Q2 | $812K | Sell |
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|
2024
Q1 | $855K | Sell |
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|
2023
Q4 | $803K | Buy |
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|
2023
Q3 | $720K | Buy |
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|
2023
Q2 | $670K | Sell |
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|
2023
Q1 | $696K | Sell |
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|
2022
Q4 | $707K | Hold |
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|
2022
Q3 | $637K | Sell |
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|
2022
Q2 | $675K | Sell |
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|
2022
Q1 | $804K | Sell |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $986K | Sell |
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|
2021
Q2 | $1M | Sell |
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|
2021
Q1 | $955K | Sell |
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|
2020
Q4 | $880K | Sell |
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|
2020
Q3 | $816K | Sell |
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|
2020
Q2 | $966K | Hold |
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|
2020
Q1 | $798K | Sell |
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|
2019
Q4 | $1.1M | Sell |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.08M | Sell |
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|
2019
Q1 | $1.06M | Sell |
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|
2018
Q4 | $945K | Sell |
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|
2018
Q3 | $1.14M | Sell |
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|
2018
Q2 | $1.1M | Sell |
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|
2018
Q1 | $1.08M | Buy |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $892K | Sell |
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|
2017
Q2 | $883K | Buy |
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|
2017
Q1 | $704K | Buy |
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|
2016
Q4 | $507K | Buy |
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|
2016
Q3 | $22K | Buy |
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