IFPG
Intrepid Financial Planning Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Sell |
38,766
-454
| -1% | -$82.5K | 2.96% | 8 |
|
|
2025
Q1 | $6.81M | Sell |
39,220
-1,011
| -3% | -$176K | 3.15% | 8 |
|
|
2024
Q4 | $7.05M | Sell |
40,231
-27
| -0.1% | -$4.73K | 2.98% | 8 |
|
|
2024
Q3 | $7.21M | Sell |
40,258
-1,911
| -5% | -$342K | 3.09% | 7 |
|
|
2024
Q2 | $6.93M | Sell |
42,169
-1,161
| -3% | -$191K | 2.97% | 8 |
|
|
2024
Q1 | $7.34M | Sell |
43,330
-944
| -2% | -$160K | 3.17% | 7 |
|
|
2023
Q4 | $6.99M | Sell |
44,274
-1,842
| -4% | -$291K | 3.34% | 6 |
|
|
2023
Q3 | $6.53M | Sell |
46,116
-994
| -2% | -$141K | 3.39% | 6 |
|
|
2023
Q2 | $7.05M | Buy |
47,110
+81
| +0.2% | +$12.1K | 3.38% | 6 |
|
|
2023
Q1 | $6.8M | Buy |
47,029
+1,939
| +4% | +$280K | 3.43% | 6 |
|
|
2022
Q4 | $6.37M | Buy |
45,090
+97
| +0.2% | +$13.7K | 3.46% | 5 |
|
|
2022
Q3 | $5.73M | Buy |
44,993
+11
| +0% | +$1.4K | 3.25% | 6 |
|
|
2022
Q2 | $6.04M | Buy |
+44,982
| New | +$6.04M | 3.32% | 5 |
|