Beese Fulmer Investment Management’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 | $4.11M | Buy |
22,619
+19,626
| +656% | +$3.57M | 0.31% | 72 |
|
|
2025
Q1 | $518K | Buy |
2,993
+1,805
| +152% | +$313K | 0.04% | 148 |
|
|
2024
Q4 | $208K | Hold |
1,188
| – | – | 0.02% | 219 |
|
|
2024
Q3 | $213K | Buy |
+1,188
| New | +$213K | 0.02% | 222 |
|
|
2024
Q2 | – | Sell |
-1,189
| Closed | -$201K | – | 231 |
|
|
2024
Q1 | $201K | Buy |
+1,189
| New | +$201K | 0.02% | 220 |
|
|
2022
Q2 | – | Sell |
-1,300
| Closed | -$205K | – | 233 |
|
|
2022
Q1 | $205K | Hold |
1,300
| – | – | 0.02% | 223 |
|
|
2021
Q4 | $212K | Buy |
+1,300
| New | +$212K | 0.02% | 226 |
|