Circle Wealth Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $975K | Buy |
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|
2023
Q4 | $879K | Buy |
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|
2023
Q3 | $778K | Buy |
|
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|
2023
Q2 | $829K | Buy |
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|
2023
Q1 | $758K | Buy |
|
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|
2022
Q4 | $718K | Hold |
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|
2022
Q3 | $624K | Hold |
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|
2022
Q2 | $646K | Sell |
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|
2022
Q1 | $2.38M | Buy |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $1.35M | Buy |
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