Apriem Advisors’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $62K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $59K | Hold |
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|
2016
Q4 | $64K | Hold |
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|
2016
Q3 | $60K | Hold |
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|
2016
Q2 | $56K | Hold |
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|
2016
Q1 | $48K | Sell |
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|
2015
Q4 | $1.01M | Sell |
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|
2015
Q3 | $1.18M | Sell |
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|
2015
Q2 | $1.81M | Buy |
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|
2015
Q1 | $1.69M | Buy |
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|
2014
Q4 | $1.34M | Buy |
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|
2014
Q3 | $676K | Buy |
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|
2014
Q2 | $439K | Sell |
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|
2014
Q1 | $400K | Buy |
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|
2013
Q4 | $311K | Buy |
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|
2013
Q3 | $208K | Buy |
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|
2013
Q2 | $195K | Buy |
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