Capital Advisors 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
Q3 | $556K | Buy |
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|
2025
Q2 | $474K | Buy |
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|
2025
Q1 | $406K | Buy |
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|
2024
Q4 | $396K | Buy |
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|
2024
Q3 | $346K | Buy |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $234K | Buy |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $231K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $221K | Buy |
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|
2021
Q3 | $202K | Buy |
|