Institutional & Family Asset Management’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
Q2 | $137K | Sell |
836
-13,864
| -94% | -$2.28M | 0.02% | 167 |
|
|
2024
Q1 | $2.49M | Buy |
14,700
+14,688
| +122,400% | +$2.49M | 0.4% | 71 |
|
|
2023
Q4 | $1.89K | Buy |
+12
| New | +$1.89K | ﹤0.01% | 560 |
|
|
2022
Q3 | – | Sell |
-1,534
| Closed | -$206K | – | 763 |
|
|
2022
Q2 | $206K | Buy |
1,534
+13
| +0.9% | +$1.75K | 0.04% | 133 |
|
|
2022
Q1 | $240K | Sell |
1,521
-982
| -39% | -$155K | 0.04% | 145 |
|
|
2021
Q4 | $407K | Sell |
2,503
-1,184
| -32% | -$193K | 0.06% | 123 |
|
|
2021
Q3 | $552K | Buy |
3,687
+64
| +2% | +$9.58K | 0.09% | 117 |
|
|
2021
Q2 | $546K | Buy |
3,623
+2,700
| +293% | +$407K | 0.09% | 116 |
|
|
2021
Q1 | $131K | Buy |
+923
| New | +$131K | 0.03% | 233 |
|