CCFP
RSP icon

Charles Carroll Financial Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Charles Carroll Financial Partners’s Portfolio RSP Stock Details RSP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$1.27M Sell
8,075
-13,575
-63% -$2.14M 1.37% 23
2023
Q3 		$3.07M Buy
21,650
+5,550
+34% +$786K 3.81% 10
2023
Q2 		$2.41M Buy
+16,100
New +$2.41M 3.07% 11