Betterment LLC’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 | $570K | Buy |
3,135
+50
| +2% | +$9.09K | ﹤0.01% | 339 |
|
|
2025
Q1 | $534K | Sell |
3,085
-674
| -18% | -$117K | ﹤0.01% | 330 |
|
|
2024
Q4 | $659K | Buy |
3,759
+594
| +19% | +$104K | ﹤0.01% | 291 |
|
|
2024
Q3 | $567K | Sell |
3,165
-880
| -22% | -$158K | ﹤0.01% | 297 |
|
|
2024
Q2 | $665K | Buy |
4,045
+24
| +0.6% | +$3.95K | ﹤0.01% | 259 |
|
|
2024
Q1 | $681K | Buy |
4,021
+357
| +10% | +$60.5K | ﹤0.01% | 231 |
|
|
2023
Q4 | $578K | Buy |
3,664
+1,935
| +112% | +$305K | ﹤0.01% | 219 |
|
|
2023
Q3 | $245K | Sell |
1,729
-1,643
| -49% | -$233K | ﹤0.01% | 277 |
|
|
2023
Q2 | $505K | Buy |
3,372
+260
| +8% | +$38.9K | ﹤0.01% | 199 |
|
|
2023
Q1 | $450K | Buy |
3,112
+166
| +6% | +$24K | ﹤0.01% | 205 |
|
|
2022
Q4 | $416K | Buy |
2,946
+178
| +6% | +$25.1K | ﹤0.01% | 201 |
|
|
2022
Q3 | $372K | Hold |
2,768
| – | – | ﹤0.01% | 195 |
|
|
2022
Q2 | $372K | Buy |
2,768
+257
| +10% | +$34.5K | ﹤0.01% | 195 |
|
|
2022
Q1 | $396K | Buy |
2,511
+220
| +10% | +$34.7K | ﹤0.01% | 187 |
|
|
2021
Q4 | $373K | Buy |
2,291
+187
| +9% | +$30.4K | ﹤0.01% | 175 |
|
|
2021
Q3 | $315K | Buy |
+2,104
| New | +$315K | ﹤0.01% | 171 |
|