Blue Bell Private Wealth Management’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 | $9.1M | Sell |
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|
2025
Q1 | $8.69M | Sell |
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|
2024
Q4 | $8.82M | Sell |
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|
2024
Q3 | $9.02M | Sell |
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|
2024
Q2 | $8.28M | Buy |
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|
2024
Q1 | $7.17M | Buy |
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|
2023
Q4 | $6.67M | Sell |
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|
2023
Q3 | $6.14M | Sell |
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|
2023
Q2 | $6.51M | Sell |
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|
2023
Q1 | $6.32M | Sell |
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|
2022
Q4 | $6.27M | Sell |
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|
2022
Q3 | $5.72M | Sell |
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|
2022
Q2 | $6.12M | Sell |
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|
2022
Q1 | $7.24M | Sell |
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|
2021
Q4 | $7.55M | Sell |
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|
2021
Q3 | $7.06M | Sell |
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|
2021
Q2 | $7.19M | Sell |
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|
2021
Q1 | $7.16M | Sell |
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|
2020
Q4 | $6.46M | Sell |
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|
2020
Q3 | $5.68M | Sell |
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|
2020
Q2 | $5.49M | Sell |
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|
2020
Q1 | $4.55M | Sell |
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|
2019
Q4 | $6.65M | Buy |
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|
2019
Q3 | $6.15M | Sell |
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|
2019
Q2 | $6.2M | Sell |
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|
2019
Q1 | $6.18M | Sell |
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|
2018
Q4 | $5.58M | Sell |
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|
2018
Q3 | $8.02M | Sell |
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|
2018
Q2 | $8.04M | Sell |
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|
2018
Q1 | $8.2M | Buy |
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|
2017
Q4 | $8M | Buy |
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|
2017
Q3 | $5.65M | Buy |
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|
2017
Q2 | $5.35M | Buy |
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|
2017
Q1 | $4.81M | Buy |
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|
2016
Q4 | $2.8M | Buy |
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|
2016
Q3 | $1.02M | Buy |
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|
2016
Q2 | $281K | Buy |
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|
2016
Q1 | $157K | Sell |
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|
2015
Q4 | $748K | Sell |
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|
2015
Q3 | $1.08M | Sell |
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|
2015
Q2 | $1.74M | Sell |
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|
2015
Q1 | $2.57M | Sell |
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|
2014
Q4 | $2.86M | Buy |
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|
2014
Q3 | $2.63M | Buy |
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|
2014
Q2 | $2.19M | Buy |
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|
2014
Q1 | $1.97M | Buy |
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|
2013
Q4 | $884K | Buy |
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|
2013
Q3 | $215K | Buy |
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