Bartlett & Co Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $923K | Buy |
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|
2025
Q2 | $439K | Buy |
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|
2025
Q1 | $62.9K | Hold |
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|
2024
Q4 | $63.6K | Hold |
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|
2024
Q3 | $65K | Buy |
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|
2024
Q2 | $57K | Buy |
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|
2024
Q1 | $47.4K | Sell |
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|
2023
Q4 | $88.4K | Buy |
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|
2023
Q3 | $39.4K | Hold |
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|
2023
Q2 | $41.6K | Hold |
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|
2023
Q1 | $40.2K | Hold |
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|
2022
Q4 | $39.3K | Hold |
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|
2022
Q3 | $35.4K | Hold |
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|
2022
Q2 | $37.3K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $12.6K | Sell |
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|
2019
Q4 | $85.1K | Buy |
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|
2019
Q3 | $25.9K | Hold |
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|
2019
Q2 | $25.9K | Hold |
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|
2019
Q1 | $25.1K | Hold |
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|
2018
Q4 | $21.9K | Hold |
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|
2018
Q3 | $25.6K | Hold |
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|
2018
Q2 | $24.5K | Hold |
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|
2018
Q1 | $23.9K | Buy |
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