IAG Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.09K | Hold |
50
| – | – | ﹤0.01% | 353 |
|
|
2025
Q1 | $8.66K | Sell |
50
-80
| -62% | -$13.9K | ﹤0.01% | 353 |
|
|
2024
Q4 | $22.8K | Hold |
130
| – | – | ﹤0.01% | 269 |
|
|
2024
Q3 | $23.3K | Sell |
130
-3
| -2% | -$537 | ﹤0.01% | 265 |
|
|
2024
Q2 | $21.8K | Sell |
133
-57
| -30% | -$9.36K | ﹤0.01% | 260 |
|
|
2024
Q1 | $32.2K | Hold |
190
| – | – | 0.01% | 199 |
|
|
2023
Q4 | $30K | Hold |
190
| – | – | 0.01% | 198 |
|
|
2023
Q3 | $26.9K | Hold |
190
| – | – | 0.01% | 200 |
|
|
2023
Q2 | $28.4K | Hold |
190
| – | – | 0.01% | 206 |
|
|
2023
Q1 | $27.5K | Hold |
190
| – | – | 0.01% | 190 |
|
|
2022
Q4 | $26.8K | Hold |
190
| – | – | 0.01% | 185 |
|
|
2022
Q3 | $24K | Sell |
190
-56
| -23% | -$7.07K | 0.01% | 189 |
|
|
2022
Q2 | $33K | Hold |
246
| – | – | 0.01% | 164 |
|
|
2022
Q1 | $39K | Hold |
246
| – | – | 0.01% | 160 |
|
|
2021
Q4 | $40K | Hold |
246
| – | – | 0.01% | 157 |
|
|
2021
Q3 | $37K | Sell |
246
-96
| -28% | -$14.4K | 0.01% | 147 |
|
|
2021
Q2 | $52K | Sell |
342
-140
| -29% | -$21.3K | 0.02% | 117 |
|
|
2021
Q1 | $69K | Sell |
482
-200
| -29% | -$28.6K | 0.03% | 89 |
|
|
2020
Q4 | $87K | Sell |
682
-24
| -3% | -$3.06K | 0.04% | 79 |
|
|
2020
Q3 | $77K | Hold |
706
| – | – | 0.04% | 81 |
|
|
2020
Q2 | $72K | Sell |
706
-408
| -37% | -$41.6K | 0.03% | 84 |
|
|
2020
Q1 | $94K | Sell |
1,114
-1,064
| -49% | -$89.8K | 0.06% | 64 |
|
|
2019
Q4 | $253K | Buy |
+2,178
| New | +$253K | 0.17% | 42 |
|