Concert Wealth Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-315
| Closed | -$6K | – | 832 |
|
|
2016
Q3 | $6K | Buy |
+315
| New | +$6K | ﹤0.01% | 957 |
|
|
2014
Q4 | – | Sell |
-18,825
| Closed | -$321K | – | 650 |
|
|
2014
Q3 | $321K | Buy |
18,825
+355
| +2% | +$6.05K | 0.04% | 373 |
|
|
2014
Q2 | $313K | Buy |
18,470
+260
| +1% | +$4.41K | 0.04% | 403 |
|
|
2014
Q1 | $296K | Buy |
+18,210
| New | +$296K | 0.04% | 407 |
|