Norris Financial Group, LLC’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $233K | Sell |
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|
2025
Q4 | $404K | Sell |
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|
2025
Q3 | $410K | Sell |
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|
2025
Q2 | $419K | Sell |
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|
2025
Q1 | $460K | Sell |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $8.04M | Buy |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $373K | Buy |
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|
2023
Q4 | $332K | Buy |
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|
2023
Q3 | $238K | Buy |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $425K | Buy |
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|
2022
Q4 | $335K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $562K | Sell |
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|
2021
Q3 | $6.18M | Sell |
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|
2021
Q2 | $9.3M | Buy |
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|
2021
Q1 | $6.55M | Buy |
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