Barber Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-6,850
| Closed | -$210K | – | 174 |
|
2022
Q1 | $210K | Hold |
6,850
| – | – | 0.03% | 142 |
|
2021
Q4 | $220K | Hold |
6,850
| – | – | 0.03% | 152 |
|
2021
Q3 | $204K | Hold |
6,850
| – | – | 0.03% | 156 |
|
2021
Q2 | $201K | Buy |
+6,850
| New | +$201K | 0.03% | 149 |
|
2018
Q1 | – | Sell |
-12,240
| Closed | -$220K | – | 142 |
|
2017
Q4 | $220K | Sell |
12,240
-580
| -5% | -$10.4K | 0.06% | 109 |
|
2017
Q3 | $225K | Buy |
12,820
+10
| +0.1% | +$176 | 0.06% | 93 |
|
2017
Q2 | $223K | Buy |
12,810
+180
| +1% | +$3.13K | 0.07% | 75 |
|
2017
Q1 | $202K | Buy |
+12,630
| New | +$202K | 0.07% | 80 |
|