DFG
Dupree Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.4M | Sell |
7,720
-239
| -3% | -$43.4K | 0.55% | 38 |
|
2025
Q1 | $1.38M | Sell |
7,959
-15,309
| -66% | -$2.65M | 0.56% | 37 |
|
2024
Q4 | $4.08M | Buy |
23,268
+15,049
| +183% | +$2.64M | 1.86% | 21 |
|
2024
Q3 | $1.47M | Sell |
8,219
-57,242
| -87% | -$10.3M | 0.59% | 36 |
|
2024
Q2 | $10.8M | Buy |
65,461
+35,356
| +117% | +$5.81M | 4.89% | 6 |
|
2024
Q1 | $5.1M | Buy |
30,105
+506
| +2% | +$85.7K | 2.27% | 20 |
|
2023
Q4 | $4.67M | Buy |
+29,599
| New | +$4.67M | 2.29% | 21 |
|