FSA
Fort Sheridan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,941
| Closed | -$316K | – | 200 |
|
|
2021
Q4 | $316K | Buy |
1,941
+309
| +19% | +$50.3K | 0.09% | 145 |
|
|
2021
Q3 | $245K | Sell |
1,632
-250
| -13% | -$37.5K | 0.08% | 156 |
|
|
2021
Q2 | $284K | Buy |
1,882
+40
| +2% | +$6.04K | 0.09% | 141 |
|
|
2021
Q1 | $261K | Buy |
+1,842
| New | +$261K | 0.1% | 127 |
|