Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-213
| Closed | -$38K | – | 1066 |
|
|
2024
Q3 | $38K | Buy |
213
+13
| +7% | +$2.32K | 0.01% | 539 |
|
|
2024
Q2 | $32K | Hold |
200
| – | – | 0.01% | 570 |
|
|
2024
Q1 | $33.9K | Buy |
200
+1
| +0.5% | +$170 | 0.01% | 553 |
|
|
2023
Q4 | $31K | Hold |
199
| – | – | 0.01% | 554 |
|
|
2023
Q3 | $28.3K | Buy |
+199
| New | +$28.3K | 0.01% | 564 |
|
|
2023
Q1 | $29K | Buy |
+198
| New | +$29K | 0.01% | 560 |
|
|
2022
Q4 | – | Sell |
-119
| Closed | -$15K | – | 951 |
|
|
2022
Q3 | $15K | Buy |
+119
| New | +$15K | 0.01% | 652 |
|