EFA
Evernest Financial Advisors’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,894
| Closed | -$1.96M | – | 178 |
|
|
2025
Q1 | $1.96M | Buy |
23,894
+3,494
| +17% | +$286K | 0.7% | 27 |
|
|
2024
Q4 | $1.56M | Sell |
20,400
-816
| -4% | -$62.3K | 0.4% | 40 |
|
|
2024
Q3 | $1.63M | Sell |
21,216
-1,578
| -7% | -$121K | 0.44% | 35 |
|
|
2024
Q2 | $1.84M | Buy |
22,794
+1,106
| +5% | +$89.2K | 0.82% | 20 |
|
|
2024
Q1 | $1.79M | Sell |
21,688
-7,254
| -25% | -$599K | 0.85% | 20 |
|
|
2023
Q4 | $2.13M | Buy |
+28,942
| New | +$2.13M | 1.08% | 21 |
|
|
2021
Q4 | $1.99M | Buy |
+27,727
| New | +$1.99M | 1.03% | 20 |
|