Evolution 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 | $3.53M | Hold |
19,436
| – | – | 0.52% | 37 |
|
|
2025
Q1 | $3.37M | Sell |
19,436
-1,858
| -9% | -$322K | 0.56% | 35 |
|
|
2024
Q4 | $3.73M | Sell |
21,294
-40
| -0.2% | -$7.01K | 0.62% | 29 |
|
|
2024
Q3 | $3.82M | Buy |
21,334
+180
| +0.9% | +$32.2K | 0.69% | 31 |
|
|
2024
Q2 | $3.48M | Buy |
21,154
+934
| +5% | +$153K | 0.68% | 31 |
|
|
2024
Q1 | $3.42M | Hold |
20,220
| – | – | 0.66% | 32 |
|
|
2023
Q4 | $3.19M | Hold |
20,220
| – | – | 0.64% | 37 |
|
|
2023
Q3 | $2.86M | Buy |
+20,220
| New | +$2.86M | 0.64% | 37 |
|