Elmwood Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839K | Hold |
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|
2025
Q1 | $800K | Buy |
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|
2024
Q4 | $808K | Sell |
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|
2024
Q3 | $941K | Sell |
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|
2024
Q2 | $875K | Sell |
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|
2024
Q1 | $906K | Buy |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $756K | Buy |
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|
2023
Q2 | $796K | Sell |
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|
2023
Q1 | $855K | Sell |
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|
2022
Q4 | $864K | Buy |
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|
2022
Q3 | $755K | Sell |
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|
2022
Q2 | $800K | Sell |
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|
2022
Q1 | $955K | Hold |
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|
2021
Q4 | $986K | Buy |
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|
2021
Q2 | $921K | Hold |
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|
2021
Q1 | $865K | Buy |
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|
2020
Q3 | $596K | Hold |
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|
2020
Q2 | $596K | Sell |
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|
2020
Q1 | $1.46M | Buy |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $971K | Sell |
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|
2019
Q2 | $994K | Sell |
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|
2019
Q1 | $1.09M | Sell |
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|
2018
Q4 | $1.16M | Sell |
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|
2018
Q3 | $1.37M | Sell |
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|
2018
Q2 | $1.39M | Sell |
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|
2018
Q1 | $1.46M | Buy |
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