FP
Fiduciary Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,863
| Closed | -$2.53M | – | 67 |
|
|
2023
Q3 | $2.53M | Buy |
17,863
+14,787
| +481% | +$2.1M | 1.19% | 18 |
|
|
2023
Q2 | $460K | Sell |
3,076
-70
| -2% | -$10.5K | 0.21% | 36 |
|
|
2023
Q1 | $455K | Sell |
3,146
-98
| -3% | -$14.2K | 0.22% | 35 |
|
|
2022
Q4 | $458K | Sell |
3,244
-18,680
| -85% | -$2.64M | 0.22% | 35 |
|
|
2022
Q3 | $2.79M | Buy |
21,924
+572
| +3% | +$72.8K | 1.43% | 10 |
|
|
2022
Q2 | $2.87M | Sell |
21,352
-5,959
| -22% | -$800K | 1.42% | 10 |
|
|
2022
Q1 | $4.31M | Buy |
27,311
+277
| +1% | +$43.7K | 2.36% | 9 |
|
|
2021
Q4 | $4.4M | Buy |
27,034
+1,999
| +8% | +$325K | 2.47% | 8 |
|
|
2021
Q3 | $3.75M | Buy |
25,035
+10,098
| +68% | +$1.51M | 2% | 10 |
|
|
2021
Q2 | $2.25M | Buy |
+14,937
| New | +$2.25M | 1.94% | 12 |
|