Cedar Brook Financial Partners’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,650
Closed -$413K 317
2024
Q1
$413K Buy
8,650
+2,180
+34% +$104K 0.08% 241
2023
Q4
$274K Buy
6,470
+85
+1% +$3.61K 0.06% 313
2023
Q3
$244K Buy
6,385
+1,215
+24% +$46.5K 0.06% 302
2023
Q2
$212K Buy
+5,170
New +$212K 0.05% 372