Beacon Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
9,636
+930
| +11% | +$169K | 0.45% | 46 |
|
|
2025
Q1 | $1.51M | Buy |
8,706
+1,597
| +22% | +$277K | 0.46% | 45 |
|
|
2024
Q4 | $1.25M | Buy |
7,109
+652
| +10% | +$114K | 0.41% | 61 |
|
|
2024
Q3 | $1.16M | Buy |
6,457
+485
| +8% | +$86.9K | 0.39% | 62 |
|
|
2024
Q2 | $981K | Buy |
5,972
+710
| +13% | +$117K | 0.37% | 74 |
|
|
2024
Q1 | $891K | Buy |
5,262
+645
| +14% | +$109K | 0.43% | 66 |
|
|
2023
Q4 | $729K | Buy |
4,617
+2,232
| +94% | +$352K | 0.35% | 86 |
|
|
2023
Q3 | $338K | Buy |
+2,385
| New | +$338K | 0.19% | 153 |
|