Crewe Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
1,629
+1
| +0.1% | +$182 | 0.04% | 120 |
|
|
2025
Q1 | $282K | Buy |
1,628
+53
| +3% | +$9.18K | 0.04% | 116 |
|
|
2024
Q4 | $276K | Sell |
1,575
-851
| -35% | -$149K | 0.04% | 123 |
|
|
2024
Q3 | $435K | Sell |
2,426
-45
| -2% | -$8.06K | 0.05% | 90 |
|
|
2024
Q2 | $406K | Hold |
2,471
| – | – | 0.05% | 120 |
|
|
2024
Q1 | $419K | Hold |
2,471
| – | – | 0.05% | 113 |
|
|
2023
Q4 | $390K | Buy |
2,471
+1,133
| +85% | +$179K | 0.06% | 56 |
|
|
2023
Q3 | $190K | Sell |
1,338
-95
| -7% | -$13.5K | 0.03% | 69 |
|
|
2023
Q2 | $214K | Sell |
1,433
-2,209
| -61% | -$331K | 0.03% | 133 |
|
|
2023
Q1 | $527K | Buy |
3,642
+6
| +0.2% | +$868 | 0.08% | 83 |
|
|
2022
Q4 | $514K | Sell |
3,636
-360
| -9% | -$50.9K | 0.08% | 76 |
|
|
2022
Q3 | $509K | Buy |
3,996
+1,444
| +57% | +$184K | 0.09% | 73 |
|
|
2022
Q2 | $343K | Buy |
2,552
+301
| +13% | +$40.5K | 0.08% | 84 |
|
|
2022
Q1 | $355K | Buy |
+2,251
| New | +$355K | 0.07% | 71 |
|