BFA
BBJS Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $26.3M | Buy |
146,802
+8,987
| +7% | +$1.61M | 9.38% | 2 |
|
|
2024
Q2 | $22.6M | Buy |
137,815
+80,992
| +143% | +$13.3M | 8.44% | 2 |
|
|
2024
Q1 | $9.62M | Buy |
56,823
+41,278
| +266% | +$6.99M | 3.43% | 9 |
|
|
2023
Q4 | $2.45M | Buy |
+15,545
| New | +$2.45M | 0.85% | 24 |
|