Cyndeo Wealth Partners’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 | $382K | Hold |
2,104
| – | – | 0.02% | 341 |
|
|
2025
Q1 | $364K | Hold |
2,104
| – | – | 0.02% | 336 |
|
|
2024
Q4 | $369K | Hold |
2,104
| – | – | 0.02% | 342 |
|
|
2024
Q3 | $377K | Buy |
2,104
+724
| +52% | +$130K | 0.03% | 332 |
|
|
2024
Q2 | $227K | Hold |
1,380
| – | – | 0.02% | 368 |
|
|
2024
Q1 | $234K | Hold |
1,380
| – | – | 0.02% | 355 |
|
|
2023
Q4 | $218K | Buy |
+1,380
| New | +$218K | 0.02% | 348 |
|
|
2023
Q3 | – | Sell |
-1,380
| Closed | -$207K | – | 350 |
|
|
2023
Q2 | $207K | Buy |
+1,380
| New | +$207K | 0.02% | 312 |
|