Kathleen S. Wright Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $274K | Hold |
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|
2025
Q2 | $262K | Hold |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $253K | Hold |
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|
2024
Q3 | $258K | Hold |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $421K | Sell |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $463K | Sell |
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|
2023
Q1 | $500K | Hold |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $726K | Buy |
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|
2022
Q2 | $761K | Sell |
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|
2022
Q1 | $912K | Buy |
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|
2021
Q4 | $929K | Buy |
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