Jacobus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $278K | Sell |
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|
2017
Q2 | $352K | Buy |
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|
2017
Q1 | $345K | Buy |
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|
2016
Q4 | $329K | Sell |
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|
2016
Q3 | $342K | Sell |
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|
2016
Q2 | $448K | Sell |
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|
2016
Q1 | $456K | Sell |
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|
2015
Q4 | $471K | Buy |
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|
2015
Q3 | $451K | Buy |
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|
2015
Q2 | $488K | Buy |
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|
2015
Q1 | $495K | Hold |
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|
2014
Q4 | $489K | Hold |
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|
2014
Q3 | $463K | Hold |
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|
2014
Q2 | $469K | Hold |
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|
2014
Q1 | $446K | Hold |
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|
2013
Q4 | $435K | Hold |
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|
2013
Q3 | $398K | Sell |
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|
2013
Q2 | $384K | Buy |
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