Atria Wealth Solutions’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,149
| Closed | -$286K | – | 2047 |
|
2024
Q3 | $286K | Sell |
4,149
-3,931
| -49% | -$271K | ﹤0.01% | 1530 |
|
2024
Q2 | $495K | Sell |
8,080
-291
| -3% | -$17.8K | 0.01% | 1231 |
|
2024
Q1 | $538K | Buy |
+8,371
| New | +$538K | 0.01% | 1219 |
|
2023
Q3 | – | Sell |
-8,253
| Closed | -$423K | – | 1949 |
|
2023
Q2 | $423K | Buy |
+8,253
| New | +$423K | 0.01% | 1232 |
|