Concert Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $218K | Sell |
|
|||||
|
2017
Q1 | $268K | Hold |
|
|||||
|
2016
Q4 | $268K | Buy |
|
|||||
|
2016
Q3 | $47K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $717K | Sell |
|
|||||
|
2014
Q3 | $676K | Sell |
|
|||||
|
2014
Q2 | $709K | Buy |
|
|||||
|
2014
Q1 | $683K | Buy |
|
|||||
|
2013
Q4 | $481K | Buy |
|
|||||
|
2013
Q3 | $204K | Buy |
|