Golden State Wealth Management’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 | $481K | Sell |
2,649
-631
| -19% | -$115K | 0.06% | 245 |
|
|
2025
Q1 | $568K | Buy |
3,280
+660
| +25% | +$114K | 0.08% | 186 |
|
|
2024
Q4 | $459K | Buy |
+2,620
| New | +$459K | 0.07% | 206 |
|
|
2022
Q1 | $2.18M | Buy |
13,812
+10,555
| +324% | +$1.66M | 0.43% | 45 |
|
|
2021
Q4 | $530K | Buy |
3,257
+909
| +39% | +$148K | 0.09% | 195 |
|
|
2021
Q3 | $352K | Sell |
2,348
-552
| -19% | -$82.8K | 0.08% | 205 |
|
|
2021
Q2 | $437K | Buy |
2,900
+1,393
| +92% | +$210K | 0.1% | 182 |
|
|
2021
Q1 | $213K | Buy |
+1,507
| New | +$213K | 0.07% | 191 |
|
|
2020
Q2 | – | Sell |
-5,500
| Closed | -$462K | – | 734 |
|
|
2020
Q1 | $462K | Buy |
+5,500
| New | +$462K | 0.2% | 76 |
|
|
2019
Q4 | – | Sell |
-6,380
| Closed | -$690K | – | 728 |
|
|
2019
Q3 | $690K | Hold |
6,380
| – | – | 0.23% | 83 |
|
|
2019
Q2 | $687K | Hold |
6,380
| – | – | 0.22% | 91 |
|
|
2019
Q1 | $666K | Buy |
+6,380
| New | +$666K | 0.22% | 96 |
|