Dumont & Blake Investment Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $973K | Sell |
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|
2025
Q2 | $962K | Sell |
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|
2025
Q1 | $924K | Sell |
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|
2024
Q4 | $924K | Sell |
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|
2024
Q3 | $893K | Sell |
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|
2024
Q2 | $1.59M | Buy |
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|
2024
Q1 | $834K | Sell |
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|
2023
Q4 | $771K | Sell |
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|
2023
Q3 | $674K | Sell |
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|
2023
Q2 | $687K | Sell |
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|
2023
Q1 | $684K | Buy |
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|
2022
Q4 | $764K | Sell |
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|
2022
Q3 | $697K | Sell |
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|
2022
Q2 | $734K | Buy |
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|
2022
Q1 | $875K | Buy |
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|
2021
Q4 | $877K | Buy |
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|
2021
Q3 | $822K | Buy |
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|
2021
Q2 | $765K | Buy |
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|
2021
Q1 | $710K | Buy |
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|
2020
Q4 | $593K | Buy |
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|
2020
Q3 | $460K | Buy |
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|
2020
Q2 | $424K | Buy |
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|
2020
Q1 | $351K | Sell |
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|
2019
Q4 | $542K | Buy |
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|
2019
Q3 | $485K | Buy |
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|
2019
Q2 | $472K | Sell |
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|
2019
Q1 | $444K | Sell |
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|
2018
Q4 | $404K | Sell |
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|
2018
Q3 | $544K | Buy |
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|
2018
Q2 | $494K | Buy |
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|
2018
Q1 | $503K | Buy |
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