JGCM
Joseph Group Capital Management’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 | $30K | Sell |
165
-2
| -1% | -$363 | 0.01% | 81 |
|
|
2025
Q1 | $28.9K | Hold |
167
| – | – | 0.01% | 81 |
|
|
2024
Q4 | $29.3K | Buy |
+167
| New | +$29.3K | 0.01% | 78 |
|
|
2024
Q2 | – | Sell |
-114,092
| Closed | -$19.3M | – | 81 |
|
|
2024
Q1 | $19.3M | Buy |
114,092
+4,704
| +4% | +$797K | 9.68% | 2 |
|
|
2023
Q4 | $17.3M | Buy |
+109,388
| New | +$17.3M | 10.02% | 2 |
|