Arkadios Wealth Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,430
| Closed | -$41K | – | 1531 |
|
2021
Q3 | $41K | Sell |
1,430
-180
| -11% | -$5.16K | 0.01% | 951 |
|
2021
Q2 | $46K | Hold |
1,610
| – | – | 0.01% | 958 |
|
2021
Q1 | $43K | Buy |
1,610
+480
| +42% | +$12.8K | 0.01% | 731 |
|
2020
Q4 | $28K | Buy |
1,130
+740
| +190% | +$18.3K | 0.01% | 672 |
|
2020
Q3 | $8.82K | Hold |
390
| – | – | ﹤0.01% | 769 |
|
2020
Q2 | $7.91K | Sell |
390
-410
| -51% | -$8.31K | ﹤0.01% | 713 |
|
2020
Q1 | $12.7K | Buy |
800
+10
| +1% | +$159 | 0.01% | 586 |
|
2019
Q4 | $16.7K | Buy |
+790
| New | +$16.7K | 0.01% | 494 |
|