Burt Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $21K | Hold |
|
|||||
|
2019
Q3 | $20K | Hold |
|
|||||
|
2019
Q2 | $20K | Hold |
|
|||||
|
2019
Q1 | $19K | Hold |
|
|||||
|
2018
Q4 | $17K | Hold |
|
|||||
|
2018
Q3 | $19K | Hold |
|
|||||
|
2018
Q2 | $19K | Hold |
|
|||||
|
2018
Q1 | $18K | Sell |
|
|||||
|
2017
Q4 | $123K | Sell |
|
|||||
|
2017
Q3 | $239K | Buy |
|
|||||
|
2017
Q2 | $10K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $0 | Hold |
|
|||||
|
2015
Q2 | $1K | Sell |
|
|||||
|
2015
Q1 | $8K | Buy |
|
|||||
|
2014
Q4 | $4K | Buy |
|