Forum Financial Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
|
|||||
|
2025
Q1 | $947K | Buy |
|
|||||
|
2024
Q4 | $765K | Buy |
|
|||||
|
2024
Q3 | $736K | Buy |
|
|||||
|
2024
Q2 | $586K | Buy |
|
|||||
|
2024
Q1 | $601K | Buy |
|
|||||
|
2023
Q4 | $549K | Sell |
|
|||||
|
2023
Q3 | $737K | Buy |
|
|||||
|
2023
Q2 | $776K | Sell |
|
|||||
|
2023
Q1 | $755K | Sell |
|
|||||
|
2022
Q4 | $741K | Sell |
|
|||||
|
2022
Q3 | $672K | Buy |
|
|||||
|
2022
Q2 | $702K | Sell |
|
|||||
|
2022
Q1 | $833K | Hold |
|
|||||
|
2021
Q4 | $860K | Buy |
|