CPA
Clear Point Advisors’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 | $424K | Buy |
2,330
+980
| +73% | +$178K | 0.36% | 74 |
|
|
2025
Q1 | $234K | Sell |
1,350
-326
| -19% | -$56.5K | 0.21% | 99 |
|
|
2024
Q4 | $294K | Buy |
1,676
+70
| +4% | +$12.3K | 0.25% | 92 |
|
|
2024
Q3 | $288K | Sell |
1,606
-459
| -22% | -$82.3K | 0.22% | 90 |
|
|
2024
Q2 | $339K | Buy |
2,065
+411
| +25% | +$67.5K | 0.28% | 81 |
|
|
2024
Q1 | $280K | Sell |
1,654
-407
| -20% | -$68.9K | 0.23% | 89 |
|
|
2023
Q4 | $325K | Buy |
+2,061
| New | +$325K | 0.29% | 77 |
|