Creative Planning’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $206K | Hold |
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|
2022
Q2 | $221K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $90K | Buy |
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|
2017
Q1 | $84K | Sell |
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|
2016
Q4 | $223K | Buy |
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|
2016
Q3 | $124K | Buy |
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|
2016
Q2 | $88K | Hold |
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|
2016
Q1 | $83K | Hold |
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|
2015
Q4 | $72K | Hold |
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|
2015
Q3 | $71K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $74K | Hold |
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|
2014
Q4 | $79K | Hold |
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|
2014
Q3 | $72K | Sell |
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|
2014
Q2 | $149K | Buy |
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|
2014
Q1 | $69K | Sell |
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|
2013
Q4 | $68K | Hold |
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|
2013
Q3 | $67K | Hold |
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|
2013
Q2 | $67K | Buy |
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