Carroll Financial Associates’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $178K | Hold |
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|
2021
Q3 | $163K | Hold |
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|
2021
Q2 | $164K | Sell |
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|
2021
Q1 | $185K | Hold |
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|
2020
Q4 | $179K | Hold |
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|
2020
Q3 | $169K | Hold |
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|
2020
Q2 | $163K | Hold |
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|
2020
Q1 | $158K | Sell |
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|
2019
Q4 | $196K | Hold |
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|
2019
Q3 | $196K | Buy |
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|
2019
Q2 | $162K | Hold |
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|
2019
Q1 | $159K | Buy |
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|
2018
Q4 | $47K | Buy |
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