CFP
Cascade Financial Partners’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 | $959K | Buy |
5,279
+121
| +2% | +$22K | 0.12% | 113 |
|
|
2025
Q1 | $894K | Buy |
5,158
+582
| +13% | +$101K | 0.11% | 110 |
|
|
2024
Q4 | $802K | Hold |
4,576
| – | – | 0.1% | 112 |
|
|
2024
Q3 | $821K | Hold |
4,576
| – | – | 0.1% | 111 |
|
|
2024
Q2 | $752K | Hold |
4,576
| – | – | 0.1% | 115 |
|
|
2024
Q1 | $741K | Buy |
+4,576
| New | +$741K | 0.11% | 117 |
|