Brown Wealth 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
-44,118
Closed -$6.96M 97
2023
Q4
$6.96M Buy
44,118
+2,492
+6% +$393K 3.08% 11
2023
Q3
$5.9M Buy
41,626
+25,343
+156% +$3.59M 2.81% 12
2023
Q2
$2.44M Buy
+16,283
New +$2.44M 1.26% 24