BIA
Bigelow Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.12M | Buy |
11,668
+2,290
| +24% | +$416K | 0.93% | 27 |
|
2025
Q1 | $1.62M | Buy |
9,378
+589
| +7% | +$102K | 0.77% | 36 |
|
2024
Q4 | $1.54M | Buy |
8,789
+1,046
| +14% | +$183K | 0.72% | 38 |
|
2024
Q3 | $1.39M | Buy |
7,743
+1,155
| +18% | +$207K | 0.62% | 52 |
|
2024
Q2 | $1.08M | Buy |
6,588
+1,335
| +25% | +$219K | 0.52% | 57 |
|
2024
Q1 | $890K | Buy |
5,253
+1,929
| +58% | +$327K | 0.44% | 70 |
|
2023
Q4 | $525K | Hold |
3,324
| – | – | 0.28% | 94 |
|
2023
Q3 | $471K | Hold |
3,324
| – | – | 0.27% | 98 |
|
2023
Q2 | $497K | Hold |
3,324
| – | – | 0.27% | 94 |
|
2023
Q1 | $481K | Hold |
3,324
| – | – | 0.28% | 97 |
|
2022
Q4 | $470K | Buy |
+3,324
| New | +$470K | 0.27% | 99 |
|