Essential Planning’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
$363K Hold
2,000
0.14% 61
2025
Q1
$346K Sell
2,000
-2,000
-50% -$346K 0.14% 60
2024
Q4
$709K Buy
4,000
+2,000
+100% +$354K ﹤0.01% 247
2024
Q3
$358K Hold
2,000
0.15% 56
2024
Q2
$329K Buy
+2,000
New +$329K 0.14% 53