Avantax Planning Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,417
| Closed | -$212K | – | 384 |
|
|
2023
Q2 | $212K | Buy |
+1,417
| New | +$212K | 0.01% | 350 |
|
|
2022
Q1 | – | Sell |
-1,256
| Closed | -$204K | – | 379 |
|
|
2021
Q4 | $204K | Buy |
+1,256
| New | +$204K | 0.01% | 336 |
|
|
2018
Q4 | – | Sell |
-389
| Closed | -$42K | – | 1002 |
|
|
2018
Q3 | $42K | Buy |
+389
| New | +$42K | ﹤0.01% | 528 |
|
|
2018
Q2 | – | Sell |
-482
| Closed | -$48K | – | 1213 |
|
|
2018
Q1 | $48K | Buy |
+482
| New | +$48K | ﹤0.01% | 541 |
|