Curi Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $940K | Buy |
|
|||||
|
2023
Q3 | $382K | Buy |
|
|||||
|
2023
Q2 | $346K | Buy |
|
|||||
|
2023
Q1 | $333K | Sell |
|
|||||
|
2022
Q4 | $336K | Sell |
|
|||||
|
2022
Q3 | $331K | Buy |
|
|||||
|
2022
Q2 | $306K | Buy |
|
|||||
|
2022
Q1 | $270K | Buy |
|
|||||
|
2021
Q4 | $140K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $109K | Buy |
|