Jackson Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-46,581
| Closed | -$1.64M | – | 126 |
|
|
2024
Q1 | $1.64M | Sell |
46,581
-4,431
| -9% | -$156K | 0.2% | 75 |
|
|
2023
Q4 | $1.67M | Sell |
51,012
-4,133
| -7% | -$135K | 0.22% | 73 |
|
|
2023
Q3 | $1.55M | Buy |
55,145
+6,145
| +13% | +$173K | 0.22% | 72 |
|
|
2023
Q2 | $1.44M | Sell |
49,000
-1,440
| -3% | -$42.3K | 0.21% | 71 |
|
|
2023
Q1 | $1.39M | Buy |
+50,440
| New | +$1.39M | 1.05% | 39 |
|