FFM
Forum Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
5,545
+76
| +1% | +$13.8K | 0.02% | 211 |
|
|
2025
Q1 | $947K | Buy |
5,469
+1,102
| +25% | +$191K | 0.02% | 218 |
|
|
2024
Q4 | $765K | Buy |
4,367
+258
| +6% | +$45.2K | 0.01% | 257 |
|
|
2024
Q3 | $736K | Buy |
4,109
+543
| +15% | +$97.3K | 0.01% | 234 |
|
|
2024
Q2 | $586K | Buy |
3,566
+19
| +0.5% | +$3.12K | 0.01% | 264 |
|
|
2024
Q1 | $601K | Buy |
3,547
+65
| +2% | +$11K | 0.01% | 272 |
|
|
2023
Q4 | $549K | Sell |
3,482
-1,722
| -33% | -$272K | 0.01% | 267 |
|
|
2023
Q3 | $737K | Buy |
5,204
+16
| +0.3% | +$2.27K | 0.02% | 202 |
|
|
2023
Q2 | $776K | Sell |
5,188
-34
| -0.7% | -$5.09K | 0.02% | 195 |
|
|
2023
Q1 | $755K | Sell |
5,222
-26
| -0.5% | -$3.76K | 0.02% | 182 |
|
|
2022
Q4 | $741K | Sell |
5,248
-33
| -0.6% | -$4.66K | 0.02% | 183 |
|
|
2022
Q3 | $672K | Buy |
5,281
+51
| +1% | +$6.49K | 0.03% | 166 |
|
|
2022
Q2 | $702K | Sell |
5,230
-56
| -1% | -$7.52K | 0.04% | 170 |
|
|
2022
Q1 | $833K | Hold |
5,286
| – | – | 0.04% | 154 |
|
|
2021
Q4 | $860K | Buy |
+5,286
| New | +$860K | 0.04% | 147 |
|