EverSource Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
6,238
+707
| +13% | +$128K | 0.05% | 244 |
|
|
2025
Q1 | $958K | Buy |
5,531
+647
| +13% | +$112K | 0.05% | 255 |
|
|
2024
Q4 | $856K | Sell |
4,884
-450
| -8% | -$78.8K | 0.05% | 267 |
|
|
2024
Q3 | $956K | Sell |
5,334
-2,291
| -30% | -$410K | 0.06% | 225 |
|
|
2024
Q2 | $1.31M | Buy |
7,625
+1,435
| +23% | +$246K | 0.09% | 179 |
|
|
2024
Q1 | $998K | Buy |
6,190
+3,405
| +122% | +$549K | 0.08% | 184 |
|
|
2023
Q4 | $440K | Buy |
2,785
+344
| +14% | +$54.3K | 0.04% | 262 |
|
|
2023
Q3 | $346K | Sell |
2,441
-103
| -4% | -$14.6K | 0.04% | 280 |
|
|
2023
Q2 | $381K | Buy |
2,544
+13
| +0.5% | +$1.95K | 0.04% | 265 |
|
|
2023
Q1 | $366K | Sell |
2,531
-56
| -2% | -$8.1K | 0.05% | 268 |
|
|
2022
Q4 | $365K | Buy |
2,587
+2,396
| +1,254% | +$338K | 0.06% | 246 |
|
|
2022
Q3 | $24K | Sell |
191
-41
| -18% | -$5.15K | 0.01% | 849 |
|
|
2022
Q2 | $31K | Buy |
232
+6
| +3% | +$802 | 0.01% | 725 |
|
|
2022
Q1 | $36K | Sell |
226
-18
| -7% | -$2.87K | 0.01% | 528 |
|
|
2021
Q4 | $40K | Buy |
+244
| New | +$40K | 0.01% | 467 |
|