Center for Financial Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-89
| Closed | -$15.4K | – | 701 |
|
|
2025
Q1 | $15.4K | Buy |
+89
| New | +$15.4K | ﹤0.01% | 422 |
|
|
2024
Q4 | – | Sell |
-43
| Closed | -$7.63K | – | 691 |
|
|
2024
Q3 | $7.63K | Buy |
43
+1
| +2% | +$178 | ﹤0.01% | 428 |
|
|
2024
Q2 | $6.97K | Hold |
42
| – | – | ﹤0.01% | 429 |
|
|
2024
Q1 | $7.16K | Hold |
42
| – | – | ﹤0.01% | 441 |
|
|
2023
Q4 | $6.64K | Hold |
42
| – | – | ﹤0.01% | 409 |
|
|
2023
Q3 | $5.94K | Sell |
42
-55
| -57% | -$7.78K | ﹤0.01% | 407 |
|
|
2023
Q2 | $14.5K | Buy |
97
+1
| +1% | +$149 | ﹤0.01% | 346 |
|
|
2023
Q1 | $13.9K | Hold |
96
| – | – | ﹤0.01% | 325 |
|
|
2022
Q4 | $13.5K | Buy |
96
+1
| +1% | +$141 | ﹤0.01% | 322 |
|
|
2022
Q3 | $12K | Buy |
+95
| New | +$12K | ﹤0.01% | 339 |
|
|
2021
Q1 | – | Sell |
-87
| Closed | -$11K | – | 537 |
|
|
2020
Q4 | $11K | Buy |
+87
| New | +$11K | ﹤0.01% | 335 |
|