Ehrlich Financial Group’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 | $871K | Buy |
4,792
+65
| +1% | +$11.8K | 0.56% | 49 |
|
|
2025
Q1 | $819K | Sell |
4,727
-185
| -4% | -$32K | 0.6% | 47 |
|
|
2024
Q4 | $861K | Sell |
4,912
-137
| -3% | -$24K | 0.61% | 38 |
|
|
2024
Q3 | $905K | Sell |
5,049
-324
| -6% | -$58.1K | 0.65% | 37 |
|
|
2024
Q2 | $883K | Buy |
+5,373
| New | +$883K | 0.7% | 30 |
|
|
2024
Q1 | – | Sell |
-4,245
| Closed | -$670K | – | 105 |
|
|
2023
Q4 | $670K | Buy |
+4,245
| New | +$670K | 0.67% | 37 |
|