Journey Strategic Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
9,142
-3,370
| -27% | -$612K | 0.05% | 110 |
|
|
2025
Q1 | $2.17M | Buy |
12,512
+1,494
| +14% | +$259K | 0.08% | 73 |
|
|
2024
Q4 | $1.93M | Buy |
11,018
+1,928
| +21% | +$338K | 0.07% | 78 |
|
|
2024
Q3 | $1.63M | Buy |
9,090
+1,162
| +15% | +$208K | 0.06% | 88 |
|
|
2024
Q2 | $1.3M | Buy |
7,928
+306
| +4% | +$50.3K | 0.06% | 70 |
|
|
2024
Q1 | $1.29M | Buy |
7,622
+5,920
| +348% | +$1M | 0.06% | 61 |
|
|
2023
Q4 | $269K | Hold |
1,702
| – | – | 0.01% | 157 |
|
|
2023
Q3 | $241K | Hold |
1,702
| – | – | 0.01% | 146 |
|
|
2023
Q2 | $255K | Sell |
1,702
-280
| -14% | -$41.9K | 0.01% | 139 |
|
|
2023
Q1 | $287K | Buy |
1,982
+2
| +0.1% | +$289 | 0.03% | 163 |
|
|
2022
Q4 | $280K | Buy |
+1,980
| New | +$280K | 0.03% | 150 |
|