Intercontinental Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $1.01M | Hold |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.81M | Buy |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $1.66M | Sell |
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|
2021
Q2 | $1.78M | Buy |
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|
2021
Q1 | $1.56M | Buy |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $903K | Sell |
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|
2020
Q2 | $1.09M | Sell |
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|
2020
Q1 | $927K | Buy |
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|
2019
Q4 | $121K | Sell |
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|
2019
Q3 | $408K | Hold |
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|
2019
Q2 | $407K | Sell |
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|
2019
Q1 | $525K | Sell |
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|
2018
Q4 | $546K | Buy |
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|
2018
Q3 | $527K | Sell |
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|
2018
Q2 | $513K | Sell |
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|
2018
Q1 | $541K | Buy |
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|
2017
Q4 | $434K | Hold |
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|
2017
Q3 | $411K | Sell |
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|
2017
Q2 | $399K | Buy |
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|
2017
Q1 | $384K | Sell |
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|
2016
Q4 | $409K | Sell |
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|
2016
Q3 | $426K | Sell |
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|
2016
Q2 | $570K | Hold |
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|
2016
Q1 | $557K | Sell |
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|
2015
Q4 | $1.15M | Buy |
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