Financial Synergies Wealth Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-227
| Closed | -$10.8K | – | 378 |
|
|
2024
Q1 | $10.8K | Buy |
+227
| New | +$10.8K | ﹤0.01% | 246 |
|
|
2023
Q4 | – | Sell |
-226
| Closed | -$8.65K | – | 534 |
|
|
2023
Q3 | $8.65K | Buy |
226
+1
| +0.4% | +$38 | ﹤0.01% | 244 |
|
|
2023
Q2 | $9.25K | Buy |
225
+75
| +50% | +$3.08K | ﹤0.01% | 232 |
|
|
2023
Q1 | $5.65K | Buy |
+150
| New | +$5.65K | ﹤0.01% | 259 |
|