CPC
Consolidated Planning Corp’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 | $3.74M | Sell |
20,570
-343
| -2% | -$62.3K | 0.47% | 74 |
|
|
2025
Q1 | $3.62M | Buy |
20,913
+14,468
| +224% | +$2.51M | 0.5% | 69 |
|
|
2024
Q4 | $1.13M | Buy |
6,445
+4,066
| +171% | +$712K | 0.15% | 92 |
|
|
2024
Q3 | $426K | Hold |
2,379
| – | – | 0.06% | 135 |
|
|
2024
Q2 | $391K | Buy |
+2,379
| New | +$391K | 0.06% | 124 |
|
|
2023
Q4 | – | Sell |
-21,086
| Closed | -$2.99M | – | 181 |
|
|
2023
Q3 | $2.99M | Sell |
21,086
-1,426
| -6% | -$202K | 0.66% | 51 |
|
|
2023
Q2 | $3.37M | Buy |
22,512
+929
| +4% | +$139K | 0.71% | 47 |
|
|
2023
Q1 | $3.12M | Buy |
+21,583
| New | +$3.12M | 0.81% | 46 |
|
|
2022
Q3 | – | Sell |
-19,384
| Closed | -$2.6M | – | 124 |
|
|
2022
Q2 | $2.6M | Buy |
+19,384
| New | +$2.6M | 0.81% | 41 |
|