Arkadios Wealth Advisors’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,500
| Closed | -$74K | – | 1525 |
|
|
2021
Q3 | $74K | Hold |
2,500
| – | – | 0.01% | 765 |
|
|
2021
Q2 | $73K | Hold |
2,500
| – | – | 0.01% | 810 |
|
|
2021
Q1 | $67K | Buy |
2,500
+230
| +10% | +$6.16K | 0.01% | 618 |
|
|
2020
Q4 | $59K | Buy |
2,270
+250
| +12% | +$6.5K | 0.01% | 522 |
|
|
2020
Q3 | $49.6K | Hold |
2,020
| – | – | 0.02% | 418 |
|
|
2020
Q2 | $46.2K | Hold |
2,020
| – | – | 0.03% | 389 |
|
|
2020
Q1 | $38.3K | Hold |
2,020
| – | – | 0.02% | 378 |
|
|
2019
Q4 | $46.3K | Buy |
+2,020
| New | +$46.3K | 0.03% | 322 |
|