Essex Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $989K | Buy |
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|
2023
Q3 | $822K | Buy |
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|
2023
Q2 | $751K | Hold |
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|
2023
Q1 | $726K | Hold |
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|
2022
Q4 | $709K | Hold |
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|
2022
Q3 | $639K | Sell |
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|
2022
Q2 | $747K | Sell |
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|
2022
Q1 | $933K | Sell |
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|
2021
Q4 | $4.49M | Buy |
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|
2021
Q3 | $4.02M | Buy |
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|
2021
Q2 | $4.03M | Buy |
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|
2021
Q1 | $3.77M | Buy |
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|
2020
Q4 | $2.82M | Buy |
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|
2020
Q3 | $538K | Buy |
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|
2020
Q2 | $479K | Sell |
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|
2020
Q1 | $525K | Sell |
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|
2019
Q4 | $2.79M | Buy |
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