Crown Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,447
| Closed | -$238K | – | 120 |
|
|
2024
Q2 | $238K | Buy |
+1,447
| New | +$238K | 0.12% | 88 |
|
|
2024
Q1 | – | Sell |
-3,053
| Closed | -$482K | – | 117 |
|
|
2023
Q4 | $482K | Buy |
3,053
+390
| +15% | +$61.5K | 0.29% | 44 |
|
|
2023
Q3 | $377K | Buy |
2,663
+405
| +18% | +$57.4K | 0.28% | 43 |
|
|
2023
Q2 | $338K | Buy |
2,258
+815
| +56% | +$122K | 0.27% | 44 |
|
|
2023
Q1 | $209K | Sell |
1,443
-406
| -22% | -$58.7K | 0.17% | 59 |
|
|
2022
Q4 | $261K | Buy |
+1,849
| New | +$261K | 0.25% | 49 |
|
|
2022
Q2 | – | Sell |
-2,230
| Closed | -$352K | – | 97 |
|
|
2022
Q1 | $352K | Buy |
2,230
+640
| +40% | +$101K | 0.25% | 60 |
|
|
2021
Q4 | $259K | Buy |
+1,590
| New | +$259K | 0.24% | 62 |
|