Concord Wealth Partners’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
2025 Q1	–	Sell	-60	Closed	-$10.5K	–	943
2024 Q4	$10.5K	Sell	60 -29	-33%	-$5.08K	﹤0.01%	522
2024 Q3	$15.9K	Buy	+89	New	+$15.9K	﹤0.01%	506