JGP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.22M | Sell |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $597K | Buy |
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|
2023
Q2 | $447K | Buy |
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|
2023
Q1 | $268K | Hold |
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|
2022
Q4 | $262K | Hold |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $258K | Sell |
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|
2021
Q4 | $276K | Buy |
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|
2021
Q3 | $247K | Buy |
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|
2021
Q2 | $244K | Buy |
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|
2021
Q1 | $208K | Buy |
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