BIA
Benchmark Investment 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $750K | Sell |
4,330
-10
| -0.2% | -$1.73K | 0.49% | 51 |
|
2024
Q4 | $760K | Sell |
4,340
-148
| -3% | -$25.9K | 0.49% | 46 |
|
2024
Q3 | $804K | Sell |
4,488
-157
| -3% | -$28.1K | 0.57% | 44 |
|
2024
Q2 | $763K | Buy |
4,645
+28
| +0.6% | +$4.6K | 0.55% | 42 |
|
2024
Q1 | $782K | Sell |
4,617
-339
| -7% | -$57.4K | 0.62% | 44 |
|
2023
Q4 | $782K | Sell |
4,956
-212
| -4% | -$33.5K | 0.72% | 39 |
|
2023
Q3 | $732K | Buy |
5,168
+22
| +0.4% | +$3.12K | 0.74% | 41 |
|
2023
Q2 | $770K | Buy |
5,146
+23
| +0.4% | +$3.44K | 0.71% | 42 |
|
2023
Q1 | $741K | Buy |
5,123
+25
| +0.5% | +$3.62K | 0.76% | 44 |
|
2022
Q4 | $720K | Buy |
5,098
+21
| +0.4% | +$2.97K | 0.76% | 46 |
|
2022
Q3 | $646K | Sell |
5,077
-251
| -5% | -$31.9K | 0.7% | 48 |
|
2022
Q2 | $715K | Buy |
5,328
+27
| +0.5% | +$3.62K | 0.75% | 45 |
|
2022
Q1 | $836K | Buy |
5,301
+21
| +0.4% | +$3.31K | 0.63% | 45 |
|
2021
Q4 | $859K | Buy |
+5,280
| New | +$859K | 0.71% | 46 |
|