Courage Miller Partners’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.99M | Buy |
+51,346
| New | +$1.96M | 0.56% | 27 |
|
|
2024
Q2 | – | Sell |
-57,734
| Closed | -$2.1M | – | 84 |
|
|
2024
Q1 | $2.1M | Buy |
+57,734
| New | +$1.93M | 0.73% | 25 |
|
|
2022
Q1 | – | Sell |
-66,875
| Closed | -$2.41M | – | 83 |
|
|
2021
Q4 | $2.41M | Sell |
66,875
-705
| -1% | -$24.3K | 0.91% | 23 |
|
|
2021
Q3 | $2.16M | Sell |
67,580
-780
| -1% | -$25.8K | 0.87% | 24 |
|
|
2021
Q2 | $2.25M | Sell |
68,360
-345
| -0.5% | -$11.6K | 0.92% | 24 |
|
|
2021
Q1 | $2.14M | Buy |
68,705
+660
| +1% | +$19.6K | 0.93% | 23 |
|
|
2020
Q4 | $1.9M | Sell |
68,045
-1,725
| -2% | -$44.9K | 0.87% | 24 |
|
|
2020
Q3 | $1.42M | Hold |
69,770
| – | – | 0.77% | 25 |
|
|
2020
Q2 | $1.42M | Sell |
69,770
-830
| -1% | -$15.8K | 0.77% | 25 |
|
|
2020
Q1 | $1.16M | Buy |
70,600
+4,510
| +7% | +$92.2K | 0.71% | 25 |
|
|
2019
Q4 | $1.53M | Buy |
66,090
+140
| +0.2% | +$3.11K | 0.79% | 25 |
|
|
2019
Q3 | $1.44M | Sell |
65,950
-585
| -0.9% | -$12.6K | 0.79% | 26 |
|
|
2019
Q2 | $1.46M | Buy |
66,535
+380
| +0.6% | +$8.05K | 0.8% | 26 |
|
|
2019
Q1 | $1.4M | Sell |
66,155
-205
| -0.3% | -$4.2K | 0.79% | 30 |
|
|
2018
Q4 | $1.25M | Buy |
66,360
+3,235
| +5% | +$65.2K | 0.74% | 32 |
|
|
2018
Q3 | $1.37M | Buy |
63,125
+270
| +0.4% | +$5.9K | 0.79% | 32 |
|
|
2018
Q2 | $1.36M | Buy |
62,855
+950
| +2% | +$20.7K | 0.81% | 32 |
|
|
2018
Q1 | $1.31M | Buy |
61,905
+1,395
| +2% | +$31.3K | 0.8% | 31 |
|
|
2017
Q4 | $1.36M | Buy |
60,510
+510
| +0.9% | +$11K | 0.83% | 33 |
|
|
2017
Q3 | $1.25M | Buy |
60,000
+1,830
| +3% | +$36.8K | 0.78% | 36 |
|
|
2017
Q2 | $1.14M | Buy |
58,170
+1,900
| +3% | +$36.7K | 0.75% | 37 |
|
|
2017
Q1 | $1.08M | Buy |
56,270
+1,030
| +2% | +$19.6K | 0.74% | 38 |
|
|
2016
Q4 | $1.01M | Sell |
55,240
-855
| -2% | -$15.1K | 0.7% | 40 |
|
|
2016
Q3 | $976K | Buy |
56,095
+535
| +1% | +$9.31K | 0.67% | 40 |
|
|
2016
Q2 | $929K | Buy |
55,560
+55
| +0.1% | +$924 | 0.66% | 41 |
|
|
2016
Q1 | $892K | Buy |
55,505
+5,090
| +10% | +$74.5K | 0.62% | 40 |
|
|
2015
Q4 | $771K | Buy |
50,415
+2,630
| +6% | +$41.1K | 0.53% | 40 |
|
|
2015
Q3 | $683K | Buy |
47,785
+6,320
| +15% | +$101K | 0.51% | 42 |
|
|
2015
Q2 | $711K | Buy |
41,465
+2,515
| +6% | +$44.5K | 0.53% | 43 |
|
|
2015
Q1 | $667K | Buy |
38,950
+16,790
| +76% | +$290K | 0.5% | 44 |
|
|
2014
Q4 | $373K | Buy |
+22,160
| New | +$366K | 0.31% | 46 |
|
Other funds holding RSPM
FF
NAM
MWM
PSF