Joseph P. Lucia & Associates’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $537K | Hold |
|
|||||
|
2025
Q2 | $498K | Hold |
|
|||||
|
2025
Q1 | $488K | Sell |
|
|||||
|
2024
Q4 | $467K | Buy |
|
|||||
|
2024
Q3 | $487K | Sell |
|
|||||
|
2024
Q2 | $415K | Buy |
|
|||||
|
2024
Q1 | $396K | Sell |
|
|||||
|
2023
Q4 | $407K | Sell |
|
|||||
|
2023
Q3 | $395K | Sell |
|
|||||
|
2023
Q2 | $614K | Sell |
|
|||||
|
2023
Q1 | $733K | Sell |
|
|||||
|
2022
Q4 | $910K | Sell |
|
|||||
|
2022
Q3 | $861K | Buy |
|
|||||
|
2022
Q2 | $921K | Buy |
|
|||||
|
2022
Q1 | $961K | Buy |
|
|||||
|
2021
Q4 | $844K | Sell |
|
|||||
|
2021
Q3 | $909K | Sell |
|
|||||
|
2021
Q2 | $976K | Sell |
|
|||||
|
2021
Q1 | $1.46M | Sell |
|
|||||
|
2020
Q4 | $1.69M | Sell |
|
|||||
|
2020
Q3 | $1.79M | Sell |
|
|||||
|
2020
Q2 | $1.9M | Sell |
|
|||||
|
2020
Q1 | $2.1M | Buy |
|
|||||
|
2019
Q4 | $2.23M | Buy |
|
|||||
|
2019
Q3 | $1.38M | Buy |
|
|||||
|
2019
Q2 | $1.12M | Sell |
|
|||||
|
2019
Q1 | $11.3K | Buy |
|