Bourgeon Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-255
| Closed | -$40.2K | – | 315 |
|
|
2023
Q4 | $40.2K | Hold |
255
| – | – | 0.01% | 158 |
|
|
2023
Q3 | $36.1K | Hold |
255
| – | – | 0.01% | 158 |
|
|
2023
Q2 | $38.2K | Hold |
255
| – | – | 0.01% | 168 |
|
|
2023
Q1 | $36.9K | Hold |
255
| – | – | 0.01% | 160 |
|
|
2022
Q4 | $36K | Hold |
255
| – | – | 0.01% | 168 |
|
|
2022
Q3 | $32K | Buy |
+255
| New | +$32K | 0.01% | 157 |
|