JGCM
Joseph Group Capital Management’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-228
| Closed | -$11.4K | – | 111 |
|
|
2025
Q1 | $11.4K | Sell |
228
-55,042
| -100% | -$2.75M | ﹤0.01% | 89 |
|
|
2024
Q4 | $2.95M | Buy |
55,270
+5,830
| +12% | +$311K | 1.16% | 26 |
|
|
2024
Q3 | $2.58M | Buy |
49,440
+7,902
| +19% | +$412K | 0.99% | 33 |
|
|
2024
Q2 | $2M | Buy |
41,538
+4,544
| +12% | +$218K | 1.04% | 32 |
|
|
2024
Q1 | $1.89M | Buy |
36,994
+5,469
| +17% | +$279K | 0.95% | 35 |
|
|
2023
Q4 | $1.5M | Buy |
+31,525
| New | +$1.5M | 0.87% | 32 |
|