BerganKDV Wealth Management’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-990
| Closed | -$52K | – | 1089 |
|
|
2021
Q4 | $52K | Hold |
990
| – | – | 0.01% | 417 |
|
|
2021
Q3 | $48K | Hold |
990
| – | – | 0.01% | 407 |
|
|
2021
Q2 | $49K | Hold |
990
| – | – | 0.01% | 391 |
|
|
2021
Q1 | $47K | Hold |
990
| – | – | 0.01% | 373 |
|
|
2020
Q4 | $40K | Buy |
+990
| New | +$40K | 0.01% | 383 |
|