Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $14.6M | Sell |
101,050
-930
| -0.9% | -$134K | 8.19% | 3 |
|
|
2022
Q4 | $14.4M | Sell |
101,980
-10,312
| -9% | -$1.46M | 7.65% | 5 |
|
|
2022
Q3 | $14.3M | Sell |
112,292
-11,149
| -9% | -$1.42M | 7.01% | 5 |
|
|
2022
Q2 | $16.6M | Sell |
123,441
-10,869
| -8% | -$1.46M | 6.46% | 5 |
|
|
2022
Q1 | $21.2M | Buy |
134,310
+1,073
| +0.8% | +$169K | 8.03% | 3 |
|
|
2021
Q4 | $21.7M | Buy |
133,237
+8,810
| +7% | +$1.43M | 8.77% | 2 |
|
|
2021
Q3 | $18.6M | Buy |
124,427
+7,627
| +7% | +$1.14M | 8.45% | 2 |
|
|
2021
Q2 | $17.6M | Buy |
116,800
+18,726
| +19% | +$2.82M | 8.5% | 2 |
|
|
2021
Q1 | $13.9M | Buy |
98,074
+49,757
| +103% | +$7.05M | 8.05% | 2 |
|
|
2020
Q4 | $6.16M | Buy |
+48,317
| New | +$6.16M | 3.9% | 9 |
|