Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $515K | Buy |
3,646
+1,778
| +95% | +$251K | 0.07% | 209 |
|
|
2022
Q3 | $238K | Hold |
1,868
| – | – | 0.08% | 195 |
|
|
2022
Q2 | $251K | Hold |
1,868
| – | – | 0.08% | 190 |
|
|
2022
Q1 | $295K | Buy |
+1,868
| New | +$295K | 0.08% | 197 |
|
|
2021
Q3 | $285K | Buy |
1,901
+164
| +9% | +$24.6K | 0.1% | 161 |
|
|
2021
Q2 | $262K | Sell |
1,737
-308
| -15% | -$46.5K | 0.1% | 178 |
|
|
2021
Q1 | $290K | Buy |
+2,045
| New | +$290K | 0.16% | 107 |
|