JFS Wealth Advisors’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1K | Buy |
803
+5
| +0.6% | +$150 | ﹤0.01% | 616 |
|
|
2025
Q1 | $24.6K | Buy |
798
+5
| +0.6% | +$154 | ﹤0.01% | 616 |
|
|
2024
Q4 | $23.9K | Buy |
793
+6
| +0.8% | +$181 | ﹤0.01% | 601 |
|
|
2024
Q3 | $25.5K | Buy |
787
+5
| +0.6% | +$162 | ﹤0.01% | 590 |
|
|
2024
Q2 | $23.9K | Buy |
782
+6
| +0.8% | +$184 | ﹤0.01% | 563 |
|
|
2024
Q1 | $25.6K | Buy |
776
+5
| +0.6% | +$165 | ﹤0.01% | 575 |
|
|
2023
Q4 | $24.2K | Buy |
771
+6
| +0.8% | +$188 | ﹤0.01% | 543 |
|
|
2023
Q3 | $23K | Buy |
765
+5
| +0.7% | +$150 | ﹤0.01% | 510 |
|
|
2023
Q2 | $25.4K | Buy |
760
+5
| +0.7% | +$167 | ﹤0.01% | 487 |
|
|
2023
Q1 | $25.8K | Buy |
755
+5
| +0.7% | +$171 | ﹤0.01% | 479 |
|
|
2022
Q4 | $25.6K | Buy |
750
+5
| +0.7% | +$171 | ﹤0.01% | 480 |
|
|
2022
Q3 | $23K | Buy |
745
+10
| +1% | +$309 | ﹤0.01% | 547 |
|
|
2022
Q2 | $24K | Hold |
735
| – | – | ﹤0.01% | 550 |
|
|
2022
Q1 | $25K | Buy |
735
+5
| +0.7% | +$170 | ﹤0.01% | 554 |
|
|
2021
Q4 | $25K | Buy |
730
+60
| +9% | +$2.06K | ﹤0.01% | 534 |
|
|
2021
Q3 | $21K | Buy |
+670
| New | +$21K | ﹤0.01% | 537 |
|
|
2016
Q4 | – | Sell |
-950
| Closed | -$23K | – | 485 |
|
|
2016
Q3 | $23K | Buy |
+950
| New | +$23K | 0.01% | 309 |
|