Clifford Swan Investment Counsel’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Buy |
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|
2025
Q1 | $609K | Buy |
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|
2024
Q4 | $612K | Buy |
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|
2024
Q3 | $625K | Buy |
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|
2024
Q2 | $572K | Buy |
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|
2024
Q1 | $589K | Buy |
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|
2023
Q4 | $548K | Buy |
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|
2023
Q3 | $492K | Buy |
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|
2023
Q2 | $518K | Buy |
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|
2023
Q1 | $500K | Buy |
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|
2022
Q4 | $488K | Buy |
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|
2022
Q3 | $439K | Sell |
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|
2022
Q2 | $472K | Buy |
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|
2022
Q1 | $553K | Buy |
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|
2021
Q4 | $571K | Hold |
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|
2021
Q3 | $558K | Sell |
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|
2021
Q2 | $541K | Buy |
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|
2021
Q1 | $358K | Buy |
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|
2020
Q4 | $322K | Hold |
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|
2020
Q3 | $273K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $233K | Sell |
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|
2018
Q2 | $234K | Buy |
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|
2018
Q1 | $228K | Buy |
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|
2017
Q4 | $231K | Sell |
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|
2017
Q3 | $234K | Sell |
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|
2017
Q2 | $236K | Buy |
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|
2017
Q1 | $231K | Buy |
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|
2016
Q4 | $220K | Buy |
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|
2016
Q3 | $212K | Buy |
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|
2016
Q2 | $204K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $299K | Sell |
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|
2015
Q1 | $382K | Buy |
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|
2014
Q4 | $377K | Buy |
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