Heritage Wealth Management (Arizona)’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $30.7K | Buy |
528
+264
| +100% | +$15.4K | ﹤0.01% | 579 |
|
|
2022
Q3 | $14K | Hold |
264
| – | – | ﹤0.01% | 602 |
|
|
2022
Q2 | $15.1K | Hold |
264
| – | – | 0.01% | 592 |
|
|
2022
Q1 | $16K | Buy |
+264
| New | +$16K | ﹤0.01% | 637 |
|
|
2021
Q3 | $14K | Hold |
264
| – | – | 0.01% | 611 |
|
|
2021
Q2 | $14K | Sell |
264
-194
| -42% | -$10.3K | 0.01% | 613 |
|
|
2021
Q1 | $24K | Buy |
+458
| New | +$24K | 0.01% | 471 |
|