Beaumont Financial Advisors’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 | $306K | Sell |
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|
2025
Q2 | $320K | Sell |
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|
2025
Q1 | $325K | Buy |
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|
2024
Q4 | $327K | Buy |
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|
2024
Q3 | $324K | Buy |
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|
2024
Q2 | $277K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $332K | Buy |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $333K | Sell |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $762K | Sell |
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|
2022
Q2 | $812K | Sell |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $961K | Buy |
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|
2021
Q3 | $243K | Buy |
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