Evercore 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 | $10.8M | Buy |
|
|||||
|
2025
Q1 | $9.96M | Sell |
|
|||||
|
2024
Q4 | $10.3M | Buy |
|
|||||
|
2024
Q3 | $10.3M | Buy |
|
|||||
|
2024
Q2 | $9.1M | Buy |
|
|||||
|
2024
Q1 | $8.6M | Buy |
|
|||||
|
2023
Q4 | $3.31M | Buy |
|
|||||
|
2023
Q3 | $617K | Buy |
|
|||||
|
2023
Q2 | $209K | Sell |
|
|||||
|
2023
Q1 | $392K | Buy |
|
|||||
|
2022
Q4 | $381K | Hold |
|
|||||
|
2022
Q3 | $343K | Hold |
|
|||||
|
2022
Q2 | $362K | Hold |
|
|||||
|
2022
Q1 | $426K | Hold |
|
|||||
|
2021
Q4 | $439K | Hold |
|
|||||
|
2021
Q3 | $404K | Hold |
|
|||||
|
2021
Q2 | $407K | Hold |
|
|||||
|
2021
Q1 | $382K | Hold |
|
|||||
|
2020
Q4 | $344K | Hold |
|
|||||
|
2020
Q3 | $292K | Buy |
|
|||||
|
2020
Q2 | $266K | Sell |
|
|||||
|
2020
Q1 | $320K | Hold |
|
|||||
|
2019
Q4 | $441K | Sell |
|
|||||
|
2019
Q3 | $412K | Hold |
|
|||||
|
2019
Q2 | $411K | Hold |
|
|||||
|
2019
Q1 | $398K | Buy |
|
|||||
|
2018
Q4 | $301K | Hold |
|
|||||
|
2018
Q3 | $352K | Hold |
|
|||||
|
2018
Q2 | $336K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $121K | Hold |
|
|||||
|
2017
Q3 | $115K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $243K | Buy |
|