Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.45M | Buy |
16,350
+57
| +0.3% | +$8.54K | 0.39% | 37 |
|
|
2021
Q2 | $2.46M | Buy |
16,293
+15,543
| +2,072% | +$2.34M | 0.39% | 30 |
|
|
2021
Q1 | $106K | Hold |
750
| – | – | 0.02% | 295 |
|
|
2020
Q4 | $95K | Hold |
750
| – | – | 0.02% | 257 |
|
|
2020
Q3 | $81K | Hold |
750
| – | – | 0.02% | 258 |
|
|
2020
Q2 | $76K | Hold |
750
| – | – | 0.02% | 264 |
|
|
2020
Q1 | $63K | Hold |
750
| – | – | 0.02% | 256 |
|
|
2019
Q4 | $86K | Hold |
750
| – | – | 0.02% | 244 |
|
|
2019
Q3 | $81K | Hold |
750
| – | – | 0.03% | 238 |
|
|
2019
Q2 | $80K | Buy |
+750
| New | +$80K | 0.03% | 236 |
|