Baron Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-395
| Closed | -$53K | – | 164 |
|
|
2022
Q2 | $53K | Hold |
395
| – | – | 0.04% | 80 |
|
|
2022
Q1 | $62.3K | Hold |
395
| – | – | 0.04% | 78 |
|
|
2021
Q4 | $64.3K | Hold |
395
| – | – | 0.04% | 81 |
|
|
2021
Q3 | $59.2K | Sell |
395
-70
| -15% | -$10.5K | 0.04% | 81 |
|
|
2021
Q2 | $70.1K | Sell |
465
-235
| -34% | -$35.4K | 0.04% | 78 |
|
|
2021
Q1 | $99.2K | Hold |
700
| – | – | 0.07% | 67 |
|
|
2020
Q4 | $89.3K | Sell |
700
-170
| -20% | -$21.7K | 0.07% | 66 |
|
|
2020
Q3 | $94.1K | Buy |
+870
| New | +$94.1K | 0.09% | 62 |
|