Buckingham Strategic Wealth’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
Q2 | $1.5M | Buy |
9,150
+92
| +1% | +$15.1K | 0.02% | 273 |
|
|
2024
Q1 | $1.53M | Buy |
9,058
+1,265
| +16% | +$214K | 0.02% | 275 |
|
|
2023
Q4 | $1.23M | Sell |
7,793
-2,627
| -25% | -$415K | 0.01% | 295 |
|
|
2023
Q3 | $1.48M | Buy |
10,420
+7,092
| +213% | +$1M | 0.02% | 245 |
|
|
2023
Q2 | $498K | Buy |
3,328
+1,136
| +52% | +$170K | 0.01% | 426 |
|
|
2023
Q1 | $310K | Hold |
2,192
| – | – | 0.01% | 474 |
|
|
2022
Q4 | $310K | Buy |
2,192
+143
| +7% | +$20.2K | 0.01% | 476 |
|
|
2022
Q3 | $261K | Sell |
2,049
-150
| -7% | -$19.1K | 0.01% | 496 |
|
|
2022
Q2 | $295K | Buy |
2,199
+182
| +9% | +$24.4K | 0.01% | 468 |
|
|
2022
Q1 | $318K | Buy |
2,017
+247
| +14% | +$38.9K | 0.01% | 457 |
|
|
2021
Q4 | $288K | Buy |
1,770
+49
| +3% | +$7.97K | 0.01% | 481 |
|
|
2021
Q3 | $258K | Hold |
1,721
| – | – | 0.01% | 500 |
|
|
2021
Q2 | $259K | Buy |
1,721
+200
| +13% | +$30.1K | 0.01% | 490 |
|
|
2021
Q1 | $215K | Buy |
+1,521
| New | +$215K | 0.01% | 507 |
|