Berger Financial Group’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 | $474K | Sell |
2,610
-20
| -0.8% | -$3.64K | 0.03% | 269 |
|
2025
Q1 | $456K | Sell |
2,630
-81
| -3% | -$14K | 0.03% | 271 |
|
2024
Q4 | $475K | Sell |
2,711
-682
| -20% | -$120K | 0.03% | 258 |
|
2024
Q3 | $608K | Sell |
3,393
-65
| -2% | -$11.6K | 0.04% | 212 |
|
2024
Q2 | $568K | Sell |
3,458
-383
| -10% | -$62.9K | 0.05% | 196 |
|
2024
Q1 | $651K | Buy |
3,841
+14
| +0.4% | +$2.37K | 0.05% | 179 |
|
2023
Q4 | $604K | Sell |
3,827
-125
| -3% | -$19.7K | 0.06% | 150 |
|
2023
Q3 | $560K | Buy |
+3,952
| New | +$560K | 0.06% | 148 |
|