Congress Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Hold |
9,508
| – | – | ﹤0.01% | 1002 |
|
|
2025
Q1 | $328K | Sell |
9,508
-202
| -2% | -$6.97K | ﹤0.01% | 920 |
|
|
2024
Q4 | $363K | Buy |
9,710
+3,280
| +51% | +$123K | 0.01% | 721 |
|
|
2024
Q3 | $242K | Hold |
6,430
| – | – | ﹤0.01% | 781 |
|
|
2024
Q2 | $236K | Buy |
6,430
+380
| +6% | +$13.9K | ﹤0.01% | 664 |
|
|
2024
Q1 | $213K | Sell |
6,050
-3,280
| -35% | -$115K | ﹤0.01% | 567 |
|
|
2023
Q4 | $305K | Buy |
+9,330
| New | +$305K | 0.01% | 528 |
|
|
2023
Q3 | – | Sell |
-7,350
| Closed | -$216K | – | 620 |
|
|
2023
Q2 | $216K | Hold |
7,350
| – | – | 0.01% | 528 |
|
|
2023
Q1 | $203K | Buy |
+7,350
| New | +$203K | ﹤0.01% | 540 |
|
|
2022
Q4 | – | Sell |
-9,770
| Closed | -$221K | – | 577 |
|
|
2022
Q3 | $221K | Buy |
9,770
+530
| +6% | +$12K | 0.01% | 512 |
|
|
2022
Q2 | $218K | Buy |
9,240
+1,060
| +13% | +$25K | 0.01% | 523 |
|
|
2022
Q1 | $236K | Buy |
+8,180
| New | +$236K | 0.01% | 557 |
|