EFG
Embree 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 | $370K | Buy |
2,038
+15
| +0.7% | +$2.73K | 0.06% | 151 |
|
|
2025
Q1 | $350K | Buy |
2,023
+4
| +0.2% | +$693 | 0.06% | 150 |
|
|
2024
Q4 | $354K | Sell |
2,019
-18
| -0.9% | -$3.15K | 0.06% | 142 |
|
|
2024
Q3 | $365K | Sell |
2,037
-181
| -8% | -$32.4K | 0.07% | 139 |
|
|
2024
Q2 | $364K | Sell |
2,218
-142
| -6% | -$23.3K | 0.07% | 132 |
|
|
2024
Q1 | $400K | Sell |
2,360
-219
| -8% | -$37.1K | 0.08% | 131 |
|
|
2023
Q4 | $407K | Buy |
+2,579
| New | +$407K | 0.09% | 125 |
|