EFG
Erickson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,032
| Closed | -$1.66M | – | 24 |
|
|
2022
Q3 | $1.66M | Buy |
13,032
+1,112
| +9% | +$142K | 1.84% | 12 |
|
|
2022
Q2 | $1.6M | Buy |
11,920
+354
| +3% | +$47.5K | 1.71% | 12 |
|
|
2022
Q1 | $1.82M | Sell |
11,566
-9,307
| -45% | -$1.47M | 1.64% | 12 |
|
|
2021
Q4 | $3.4M | Buy |
+20,873
| New | +$3.4M | 2.93% | 12 |
|