AP
Appleton Partners’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 | $280K | Sell |
1,540
-30
| -2% | -$5.46K | 0.02% | 227 |
|
|
2025
Q1 | $272K | Hold |
1,570
| – | – | 0.02% | 222 |
|
|
2024
Q4 | $275K | Sell |
1,570
-90
| -5% | -$15.8K | 0.02% | 224 |
|
|
2024
Q3 | $297K | Hold |
1,660
| – | – | 0.02% | 221 |
|
|
2024
Q2 | $273K | Hold |
1,660
| – | – | 0.02% | 226 |
|
|
2024
Q1 | $281K | Sell |
1,660
-292
| -15% | -$49.4K | 0.02% | 237 |
|
|
2023
Q4 | $308K | Hold |
1,952
| – | – | 0.02% | 239 |
|
|
2023
Q3 | $277K | Buy |
1,952
+120
| +7% | +$17K | 0.02% | 249 |
|
|
2023
Q2 | $274K | Buy |
+1,832
| New | +$274K | 0.02% | 254 |
|
|
2022
Q2 | – | Sell |
-1,276
| Closed | -$201K | – | 304 |
|
|
2022
Q1 | $201K | Buy |
+1,276
| New | +$201K | 0.02% | 301 |
|