BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $21.7K | Sell |
145
-59
| -29% | -$8.83K | ﹤0.01% | 483 |
|
|
2023
Q1 | $29.5K | Buy |
204
+194
| +1,940% | +$28.1K | ﹤0.01% | 459 |
|
|
2022
Q4 | $1.41K | Hold |
10
| – | – | ﹤0.01% | 841 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 921 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 928 |
|
|
2022
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 872 |
|
|
2021
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 931 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 996 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 843 |
|
|
2021
Q1 | $1K | Sell |
10
-8
| -44% | -$800 | ﹤0.01% | 890 |
|
|
2020
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 801 |
|
|
2020
Q3 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 725 |
|