Bard Financial Services’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 |
-6,000
| Closed | -$898K | – | 293 |
|
|
2023
Q2 | $898K | Hold |
6,000
| – | – | 0.07% | 173 |
|
|
2023
Q1 | $868K | Hold |
6,000
| – | – | 0.07% | 180 |
|
|
2022
Q4 | $848K | Hold |
6,000
| – | – | 0.07% | 178 |
|
|
2022
Q3 | $764K | Hold |
6,000
| – | – | 0.07% | 175 |
|
|
2022
Q2 | $805K | Hold |
6,000
| – | – | 0.07% | 168 |
|
|
2022
Q1 | $946K | Hold |
6,000
| – | – | 0.08% | 159 |
|
|
2021
Q4 | $977K | Hold |
6,000
| – | – | 0.08% | 152 |
|
|
2021
Q3 | $899K | Hold |
6,000
| – | – | 0.08% | 152 |
|
|
2021
Q2 | $904K | Hold |
6,000
| – | – | 0.08% | 149 |
|
|
2021
Q1 | $850K | Hold |
6,000
| – | – | 0.08% | 148 |
|
|
2020
Q4 | $765K | Buy |
+6,000
| New | +$765K | 0.08% | 152 |
|