Evermay 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 | $1.36M | Sell |
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|
2025
Q1 | $1.44M | Sell |
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|
2024
Q4 | $1.48M | Hold |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $863K | Sell |
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|
2023
Q2 | $921K | Sell |
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|
2023
Q1 | $910K | Sell |
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|
2022
Q4 | $941K | Buy |
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|
2022
Q3 | $459K | Buy |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $116K | Buy |
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|
2021
Q4 | $42K | Buy |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $39K | Buy |
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