Family Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,204	Closed	-$198K	–	200
2024 Q2	$198K	Sell	1,204 -462	-28%	-$75.9K	0.03%	142
2024 Q1	$282K	Buy	1,666 +182	+12%	+$30.8K	0.05%	119
2023 Q4	$234K	Buy	+1,484	New	+$234K	0.05%	123