Creative Planning’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,030
| Closed | -$22K | – | 3256 |
|
|
2017
Q2 | $22K | Hold |
1,030
| – | – | ﹤0.01% | 3093 |
|
|
2017
Q1 | $22K | Buy |
1,030
+500
| +94% | +$10.7K | ﹤0.01% | 3036 |
|
|
2016
Q4 | $11K | Buy |
+530
| New | +$11K | ﹤0.01% | 3444 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$8K | – | 4338 |
|
|
2015
Q4 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 3378 |
|
|
2015
Q1 | – | Sell |
-500
| Closed | -$9K | – | 4202 |
|
|
2014
Q4 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 3142 |
|