Geneos Wealth Management’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.82K | Hold |
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|
2025
Q2 | $9.72K | Sell |
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|
2025
Q1 | $127K | Buy |
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|
2024
Q4 | $111K | Buy |
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|
2024
Q3 | $123K | Sell |
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|
2024
Q2 | $131K | Sell |
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|
2024
Q1 | $162K | Sell |
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|
2023
Q4 | $153K | Sell |
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|
2023
Q3 | $195K | Hold |
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|
2023
Q2 | $204K | Sell |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $254K | Hold |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $510K | Buy |
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|
2022
Q1 | $568K | Buy |
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|
2021
Q4 | $194K | Buy |
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|
2021
Q3 | $172K | Hold |
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|
2021
Q2 | $175K | Hold |
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|
2021
Q1 | $175K | Sell |
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|
2020
Q4 | $932K | Buy |
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|
2020
Q3 | $80K | Hold |
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|
2020
Q2 | $68K | Hold |
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|
2020
Q1 | $56K | Hold |
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|
2019
Q4 | $80K | Buy |
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|
2019
Q3 | $32K | Sell |
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|
2019
Q2 | $98K | Hold |
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|
2019
Q1 | $94K | Hold |
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|
2018
Q4 | $84K | Sell |
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|
2018
Q3 | $130K | Buy |
|