CPA
Capital Performance Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $226K | Sell |
1,242
-49
| -4% | -$8.91K | 0.04% | 223 |
|
2025
Q1 | $224K | Buy |
1,291
+113
| +10% | +$19.6K | 0.05% | 221 |
|
2024
Q4 | $206K | Buy |
1,178
+4
| +0.3% | +$701 | 0.07% | 148 |
|
2024
Q3 | $210K | Buy |
+1,174
| New | +$210K | 0.06% | 107 |
|
2023
Q3 | – | Sell |
-1,479
| Closed | -$221K | – | 61 |
|
2023
Q2 | $221K | Buy |
+1,479
| New | +$221K | 0.11% | 50 |
|