ICA Group Wealth Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $100K | Sell |
2,210
-2,058
| -48% | -$93.5K | 0.06% | 172 |
|
2024
Q1 | $204K | Sell |
4,268
-12
| -0.3% | -$573 | 0.04% | 280 |
|
2023
Q4 | $185K | Sell |
4,280
-48,466
| -92% | -$2.09M | 0.04% | 271 |
|
2023
Q3 | $2.02M | Buy |
52,746
+726
| +1% | +$27.8K | 0.57% | 38 |
|
2023
Q2 | $2.13M | Buy |
52,020
+1,775
| +4% | +$72.6K | 0.53% | 39 |
|
2023
Q1 | $1.89M | Buy |
50,245
+7,080
| +16% | +$266K | 0.45% | 48 |
|
2022
Q4 | $1.54M | Buy |
+43,165
| New | +$1.54M | 0.36% | 69 |
|