FRG Family Wealth Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.44M | Hold |
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2025
Q1 | $1.37M | Sell |
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2024
Q4 | $1.38M | Sell |
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2024
Q3 | $1.34M | Hold |
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2024
Q2 | $1.21M | Sell |
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2024
Q1 | $1.56M | Sell |
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2023
Q4 | $1.99M | Sell |
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2023
Q3 | $1.93M | Sell |
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2023
Q2 | $1.99M | Sell |
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2023
Q1 | $2.02M | Hold |
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2022
Q4 | $2.26M | Sell |
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2022
Q3 | $2.16M | Hold |
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2022
Q2 | $2.24M | Sell |
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2022
Q1 | $2.69M | Sell |
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2021
Q4 | $2.77M | Sell |
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2021
Q3 | $2.68M | Sell |
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2021
Q2 | $3.08M | Sell |
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2021
Q1 | $2.99M | Sell |
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2020
Q4 | $3.02M | Sell |
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2020
Q3 | $2.75M | Sell |
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2020
Q2 | $3M | Sell |
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2020
Q1 | $2.91M | Sell |
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2019
Q4 | $4.72M | Sell |
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2019
Q3 | $4.97M | Sell |
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2019
Q2 | $5.64M | Sell |
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2019
Q1 | $5.24M | Buy |
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2018
Q4 | $4.46M | Sell |
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2018
Q3 | $6.53M | Buy |
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2018
Q2 | $4.87M | Buy |
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2018
Q1 | $2.42M | Buy |
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