JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Hold |
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|
2025
Q1 | $1.05M | Hold |
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|
2024
Q4 | $1.06M | Hold |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $994K | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $136K | Sell |
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|
2023
Q3 | $167K | Buy |
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|
2023
Q2 | $48K | Sell |
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|
2023
Q1 | $173K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $80K | Hold |
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|
2022
Q2 | $84K | Sell |
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|
2022
Q1 | $162K | Sell |
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|
2021
Q4 | $212K | Hold |
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|
2021
Q3 | $195K | Sell |
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|
2021
Q2 | $377K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $35K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $11K | Hold |
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|
2014
Q2 | $11K | Buy |
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