CIA
Concurrent Investment 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 | $14.9M | Buy |
81,721
+10,147
| +14% | +$1.84M | 0.29% | 76 |
|
|
2025
Q1 | $12.4M | Sell |
71,574
-2,933
| -4% | -$508K | 0.3% | 71 |
|
|
2024
Q4 | $13.1M | Buy |
74,507
+6,724
| +10% | +$1.18M | 0.35% | 62 |
|
|
2024
Q3 | $12.1M | Sell |
67,783
-3,546
| -5% | -$635K | 0.36% | 64 |
|
|
2024
Q2 | $11.7M | Buy |
71,329
+26,400
| +59% | +$4.34M | 0.39% | 55 |
|
|
2024
Q1 | $7.61M | Sell |
44,929
-34,430
| -43% | -$5.83M | 0.31% | 73 |
|
|
2023
Q4 | $12.5M | Buy |
+79,359
| New | +$12.5M | 0.59% | 36 |
|