Glass Jacobson Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
2,409
-51
| -2% | -$9.27K | 0.17% | 125 |
|
|
2025
Q1 | $431K | Hold |
2,460
| – | – | 0.14% | 161 |
|
|
2024
Q4 | $431K | Buy |
2,460
+2,110
| +603% | +$370K | 0.14% | 161 |
|
|
2024
Q3 | $62.6K | Buy |
350
+7
| +2% | +$1.25K | 0.02% | 330 |
|
|
2024
Q2 | $56.4K | Buy |
343
+33
| +11% | +$5.43K | 0.02% | 326 |
|
|
2024
Q1 | $52.5K | Buy |
+310
| New | +$52.5K | 0.02% | 343 |
|