CCFM
Clear Creek Financial Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Sell |
19,711
-8,106
| -29% | -$1.47M | 0.34% | 61 |
|
|
2025
Q1 | $4.82M | Buy |
27,817
+4,666
| +20% | +$808K | 0.5% | 41 |
|
|
2024
Q4 | $4.06M | Sell |
23,151
-30,186
| -57% | -$5.29M | 0.44% | 47 |
|
|
2024
Q3 | $9.56M | Buy |
53,337
+219
| +0.4% | +$39.2K | 1.08% | 16 |
|
|
2024
Q2 | $8.73M | Buy |
53,118
+7,392
| +16% | +$1.21M | 1.06% | 16 |
|
|
2024
Q1 | $7.74M | Buy |
45,726
+24,911
| +120% | +$4.22M | 0.99% | 22 |
|
|
2023
Q4 | $3.28M | Buy |
20,815
+7,509
| +56% | +$1.18M | 0.52% | 37 |
|
|
2023
Q3 | $1.89M | Buy |
13,306
+458
| +4% | +$64.9K | 0.33% | 67 |
|
|
2023
Q2 | $1.92M | Sell |
12,848
-802
| -6% | -$120K | 0.33% | 67 |
|
|
2023
Q1 | $1.97M | Sell |
13,650
-6,555
| -32% | -$948K | 0.37% | 60 |
|
|
2022
Q4 | $2.85M | Sell |
20,205
-6,140
| -23% | -$867K | 0.63% | 41 |
|
|
2022
Q3 | $3.35M | Buy |
+26,345
| New | +$3.35M | 0.74% | 30 |
|