Ironwood Wealth Management (Arizona)’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-196
| Closed | -$10K | – | 56 |
|
2019
Q2 | $10K | Sell |
196
-4,102
| -95% | -$209K | 0.01% | 53 |
|
2019
Q1 | $208K | Sell |
4,298
-332
| -7% | -$16.1K | 0.18% | 33 |
|
2018
Q4 | $205K | Sell |
4,630
-296
| -6% | -$13.1K | 0.2% | 31 |
|
2018
Q3 | $216K | Sell |
4,926
-46
| -0.9% | -$2.02K | 0.19% | 26 |
|
2018
Q2 | $212K | Buy |
+4,972
| New | +$212K | 0.2% | 27 |
|
2017
Q3 | $259K | Buy |
+6,018
| New | +$259K | 0.24% | 27 |
|