Bernardo Wealth Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Buy |
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|
2025
Q1 | $17.8M | Buy |
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|
2024
Q4 | $17.4M | Buy |
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|
2024
Q3 | $17.4M | Buy |
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|
2024
Q2 | $15.1M | Buy |
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|
2024
Q1 | $14.8M | Buy |
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|
2023
Q4 | $12.5M | Buy |
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|
2023
Q3 | $247K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Hold |
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|
2021
Q4 | $208K | Buy |
|