EverSource Wealth Advisors’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 | $1.13M | Buy |
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|
2025
Q1 | $958K | Buy |
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|
2024
Q4 | $856K | Sell |
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|
2024
Q3 | $956K | Sell |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $998K | Buy |
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|
2023
Q4 | $440K | Buy |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | $366K | Sell |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | $24K | Sell |
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|
2022
Q2 | $31K | Buy |
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|
2022
Q1 | $36K | Sell |
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|
2021
Q4 | $40K | Buy |
|