JFGIW
Johnson Financial Group Inc (Wisconsin)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
1,622
-165
| -9% | -$30K | 0.01% | 259 |
|
|
2025
Q1 | $310K | Buy |
1,787
+165
| +10% | +$28.6K | 0.02% | 281 |
|
|
2024
Q4 | $294K | Hold |
1,622
| – | – | 0.01% | 257 |
|
|
2024
Q3 | $291K | Sell |
1,622
-655
| -29% | -$117K | 0.01% | 299 |
|
|
2024
Q2 | $374K | Buy |
2,277
+180
| +9% | +$29.6K | 0.02% | 241 |
|
|
2024
Q1 | $355K | Sell |
2,097
-466
| -18% | -$78.9K | 0.02% | 239 |
|
|
2023
Q4 | $404K | Buy |
2,563
+953
| +59% | +$150K | 0.02% | 207 |
|
|
2023
Q3 | $228K | Sell |
1,610
-11
| -0.7% | -$1.56K | 0.02% | 240 |
|
|
2023
Q2 | $243K | Sell |
1,621
-38
| -2% | -$5.69K | 0.02% | 248 |
|
|
2023
Q1 | $240K | Sell |
1,659
-61
| -4% | -$8.82K | 0.02% | 252 |
|
|
2022
Q4 | $243K | Sell |
1,720
-85
| -5% | -$12K | 0.02% | 227 |
|
|
2022
Q3 | $230K | Buy |
1,805
+1,145
| +173% | +$146K | 0.02% | 220 |
|
|
2022
Q2 | $89K | Hold |
660
| – | – | 0.01% | 328 |
|
|
2022
Q1 | $104K | Hold |
660
| – | – | 0.01% | 349 |
|
|
2021
Q4 | $107K | Sell |
660
-81
| -11% | -$13.1K | 0.01% | 358 |
|
|
2021
Q3 | $111K | Hold |
741
| – | – | 0.01% | 319 |
|
|
2021
Q2 | $112K | Hold |
741
| – | – | 0.01% | 331 |
|
|
2021
Q1 | $105K | Hold |
741
| – | – | 0.01% | 329 |
|
|
2020
Q4 | $95K | Hold |
741
| – | – | 0.01% | 256 |
|
|
2020
Q3 | $80K | Hold |
741
| – | – | 0.01% | 245 |
|
|
2020
Q2 | $75K | Hold |
741
| – | – | 0.01% | 237 |
|
|
2020
Q1 | $62K | Hold |
741
| – | – | 0.01% | 273 |
|
|
2019
Q4 | $86K | Hold |
741
| – | – | 0.01% | 268 |
|
|
2019
Q3 | $80K | Sell |
741
-701
| -49% | -$75.7K | 0.01% | 302 |
|
|
2019
Q2 | $155K | Buy |
+1,442
| New | +$155K | 0.01% | 240 |
|