DOA
D'Orazio & Associates’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,903
| Closed | -$261K | – | 332 |
|
|
2017
Q4 | $261K | Hold |
5,903
| – | – | 0.09% | 45 |
|
|
2017
Q3 | $244K | Buy |
5,903
+1,258
| +27% | +$52K | 0.09% | 42 |
|
|
2017
Q2 | $183K | Buy |
4,645
+1,320
| +40% | +$52K | 0.07% | 52 |
|
|
2017
Q1 | $125K | Buy |
+3,325
| New | +$125K | 0.05% | 66 |
|