BigSur Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1M | Hold |
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|
2025
Q2 | $918K | Sell |
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|
2025
Q1 | $1.01M | Hold |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $917K | Hold |
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|
2024
Q1 | $880K | Hold |
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|
2023
Q4 | $816K | Hold |
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|
2023
Q3 | $704K | Hold |
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|
2023
Q2 | $735K | Hold |
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|
2023
Q1 | $690K | Hold |
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|
2022
Q4 | $607K | Hold |
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|
2022
Q3 | $566K | Hold |
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|
2022
Q2 | $591K | Hold |
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|
2022
Q1 | $723K | Hold |
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|
2021
Q4 | $810K | Hold |
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|
2021
Q3 | $721K | Hold |
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|
2021
Q2 | $725K | Hold |
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|
2021
Q1 | $675K | Hold |
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|
2020
Q4 | $634K | Hold |
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|
2020
Q3 | $527K | Hold |
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|
2020
Q2 | $498K | Hold |
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|
2020
Q1 | $399K | Buy |
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