GA
Geller Advisors’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,619
| Closed | -$660K | – | 121 |
|
|
2020
Q3 | $660K | Hold |
4,619
| – | – | 0.19% | 25 |
|
|
2020
Q2 | $626K | Hold |
4,619
| – | – | 0.19% | 21 |
|
|
2020
Q1 | $571K | Buy |
4,619
+435
| +10% | +$53.8K | 0.16% | 21 |
|
|
2019
Q4 | $611K | Sell |
4,184
-260
| -6% | -$38K | 0.19% | 20 |
|
|
2019
Q3 | $624K | Buy |
+4,444
| New | +$624K | 0.23% | 18 |
|