Harvest Group Wealth Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $116 | Hold |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $11K | Sell |
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|
2021
Q4 | $12K | Sell |
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|
2021
Q3 | $22K | Sell |
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|
2021
Q2 | $25K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $24K | Hold |
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|
2020
Q3 | $23K | Sell |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $22K | Sell |
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|
2019
Q4 | $27K | Sell |
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|
2019
Q3 | $5.58M | Sell |
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|
2019
Q2 | $5.55M | Sell |
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|
2019
Q1 | $7.3M | Buy |
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