DHK Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,196
| Closed | -$1.14M | – | 74 |
|
|
2023
Q4 | $1.14M | Hold |
7,196
| – | – | 0.85% | 33 |
|
|
2023
Q3 | $1.02M | Hold |
7,196
| – | – | 0.91% | 29 |
|
|
2023
Q2 | $1.08M | Buy |
+7,196
| New | +$1.08M | 0.92% | 31 |
|
|
2022
Q3 | – | Sell |
-6,995
| Closed | -$939K | – | 41 |
|
|
2022
Q2 | $939K | Buy |
6,995
+28
| +0.4% | +$3.76K | 0.9% | 24 |
|
|
2022
Q1 | $1.1M | Buy |
6,967
+996
| +17% | +$157K | 0.93% | 24 |
|
|
2021
Q4 | $972K | Buy |
+5,971
| New | +$972K | 0.92% | 21 |
|