Circle Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Circle Wealth Management’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.35M	Hold
2025 Q1	$1.28M	Buy
2024 Q4	$1.21M	Buy
2024 Q3	$1.2M	Hold
2024 Q2	$1.1M	Sell
2024 Q1	$1.87M	Hold
2023 Q4	$1.74M	Buy