GeoWealth Management’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,308
| Closed | -$187K | – | 1671 |
|
|
2024
Q4 | $187K | Sell |
5,308
-333
| -6% | -$11.7K | 0.01% | 792 |
|
|
2024
Q3 | $214K | Buy |
+5,641
| New | +$214K | 0.01% | 698 |
|
|
2024
Q2 | – | Sell |
-7,928
| Closed | -$261K | – | 935 |
|
|
2024
Q1 | $261K | Sell |
7,928
-2,870
| -27% | -$94.3K | 0.01% | 607 |
|
|
2023
Q4 | $359K | Sell |
10,798
-15,076
| -58% | -$501K | 0.03% | 384 |
|
|
2023
Q3 | $740K | Sell |
25,874
-27,385
| -51% | -$783K | 0.08% | 171 |
|
|
2023
Q2 | $1.67M | Sell |
53,259
-93,934
| -64% | -$2.94M | 0.18% | 96 |
|
|
2023
Q1 | $4.51M | Buy |
147,193
+17,885
| +14% | +$548K | 0.53% | 41 |
|
|
2022
Q4 | $3.98M | Buy |
129,308
+46,515
| +56% | +$1.43M | 0.42% | 51 |
|
|
2022
Q3 | $2.48M | Buy |
+82,793
| New | +$2.48M | 0.27% | 74 |
|