Heritage Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Hold |
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|
2025
Q1 | $2.39M | Hold |
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|
2024
Q4 | $2.42M | Buy |
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|
2024
Q3 | $2.37M | Hold |
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|
2024
Q2 | $2.18M | Hold |
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|
2024
Q1 | $2.24M | Sell |
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|
2023
Q4 | $2.13M | Hold |
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|
2023
Q3 | $1.91M | Hold |
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|
2023
Q2 | $2.02M | Buy |
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|
2023
Q1 | $1.95M | Sell |
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|
2022
Q4 | $2.71M | Buy |
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|
2022
Q3 | $1.81M | Sell |
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|
2022
Q2 | $1.93M | Sell |
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|
2022
Q1 | $2.32M | Buy |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $2.08M | Buy |
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|
2021
Q2 | $2.09M | Buy |
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|
2021
Q1 | $1.97M | Buy |
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|
2020
Q4 | $1.77M | Buy |
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|
2020
Q3 | $1.5M | Buy |
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|
2020
Q2 | $1.41M | Sell |
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|
2020
Q1 | $44.7M | Sell |
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|
2019
Q4 | $105M | Buy |
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|
2019
Q3 | $91.9M | Buy |
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|
2019
Q2 | $83.9M | Buy |
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|
2019
Q1 | $78.4M | Buy |
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|
2018
Q4 | $48.4M | Buy |
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|
2018
Q3 | $24.4M | Buy |
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