EFA
Evernest Financial Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Sell |
57,350
-480
| -0.8% | -$25.7K | 0.99% | 22 |
|
|
2025
Q1 | $2.83M | Buy |
57,830
+3,408
| +6% | +$167K | 1.02% | 22 |
|
|
2024
Q4 | $2.73M | Buy |
54,422
+2,238
| +4% | +$112K | 0.71% | 26 |
|
|
2024
Q3 | $2.67M | Sell |
52,184
-5,231
| -9% | -$268K | 0.72% | 24 |
|
|
2024
Q2 | $2.61M | Sell |
57,415
-2,053
| -3% | -$93.2K | 1.17% | 18 |
|
|
2024
Q1 | $2.69M | Buy |
59,468
+3,607
| +6% | +$163K | 1.27% | 18 |
|
|
2023
Q4 | $2.41M | Buy |
+55,861
| New | +$2.41M | 1.22% | 18 |
|
|
2021
Q4 | $2.55M | Buy |
+57,519
| New | +$2.55M | 1.32% | 18 |
|