Charis Legacy Partners’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
$2.54M Hold
13,981
4.19% 7
2025
Q1
$2.42M Sell
13,981
-4
-0% -$693 4.59% 6
2024
Q4
$2.45M Buy
+13,985
New +$2.45M 5% 6