Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3K | Sell |
60
-226
| -79% | -$11.3K | ﹤0.01% | 458 |
|
|
2024
Q3 | $19K | Sell |
286
-53
| -16% | -$3.52K | 0.01% | 699 |
|
|
2024
Q2 | $19K | Buy |
339
+1
| +0.3% | +$56 | 0.01% | 690 |
|
|
2024
Q1 | $19.2K | Sell |
338
-287
| -46% | -$16.3K | 0.01% | 683 |
|
|
2023
Q4 | $34K | Sell |
625
-305
| -33% | -$16.6K | 0.01% | 543 |
|
|
2023
Q3 | $46.8K | Buy |
+930
| New | +$46.8K | 0.02% | 456 |
|
|
2023
Q1 | $130K | Buy |
+2,294
| New | +$130K | 0.05% | 249 |
|
|
2022
Q4 | – | Sell |
-2,460
| Closed | -$131K | – | 954 |
|
|
2022
Q3 | $131K | Buy |
+2,460
| New | +$131K | 0.05% | 224 |
|