KIA
KCM Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
6,281
-170
| -3% | -$30.9K | 0.04% | 202 |
|
|
2025
Q1 | $1.12M | Buy |
6,451
+70
| +1% | +$12.1K | 0.04% | 193 |
|
|
2024
Q4 | $1.12M | Sell |
6,381
-760
| -11% | -$133K | 0.04% | 195 |
|
|
2024
Q3 | $1.28M | Sell |
7,141
-941
| -12% | -$169K | 0.04% | 193 |
|
|
2024
Q2 | $1.33M | Sell |
8,082
-37
| -0.5% | -$6.08K | 0.05% | 191 |
|
|
2024
Q1 | $1.38M | Buy |
8,119
+637
| +9% | +$108K | 0.05% | 190 |
|
|
2023
Q4 | $1.18M | Buy |
7,482
+633
| +9% | +$99.9K | 0.05% | 195 |
|
|
2023
Q3 | $970K | Hold |
6,849
| – | – | 0.04% | 207 |
|
|
2023
Q2 | $1.02M | Sell |
6,849
-25
| -0.4% | -$3.74K | 0.04% | 205 |
|
|
2023
Q1 | $994K | Buy |
6,874
+381
| +6% | +$55.1K | 0.04% | 213 |
|
|
2022
Q4 | $917K | Hold |
6,493
| – | – | 0.04% | 213 |
|
|
2022
Q3 | $826K | Buy |
6,493
+100
| +2% | +$12.7K | 0.04% | 216 |
|
|
2022
Q2 | $858K | Sell |
6,393
-525
| -8% | -$70.5K | 0.04% | 216 |
|
|
2022
Q1 | $1.09M | Buy |
6,918
+510
| +8% | +$80.4K | 0.04% | 214 |
|
|
2021
Q4 | $1.04M | Buy |
6,408
+255
| +4% | +$41.5K | 0.04% | 216 |
|
|
2021
Q3 | $922K | Hold |
6,153
| – | – | 0.04% | 212 |
|
|
2021
Q2 | $927K | Sell |
6,153
-1
| -0% | -$151 | 0.04% | 214 |
|
|
2021
Q1 | $872K | Buy |
6,154
+376
| +7% | +$53.3K | 0.04% | 213 |
|
|
2020
Q4 | $737K | Hold |
5,778
| – | – | 0.04% | 204 |
|
|
2020
Q3 | $625K | Sell |
5,778
-250
| -4% | -$27K | 0.03% | 201 |
|
|
2020
Q2 | $613K | Sell |
6,028
-825
| -12% | -$83.9K | 0.03% | 207 |
|
|
2020
Q1 | $576K | Sell |
6,853
-601
| -8% | -$50.5K | 0.04% | 206 |
|
|
2019
Q4 | $863K | Buy |
7,454
+1,649
| +28% | +$191K | 0.05% | 193 |
|
|
2019
Q3 | $627K | Hold |
5,805
| – | – | 0.04% | 208 |
|
|
2019
Q2 | $626K | Sell |
5,805
-1,871
| -24% | -$202K | 0.04% | 212 |
|
|
2019
Q1 | $802K | Buy |
7,676
+41
| +0.5% | +$4.28K | 0.05% | 186 |
|
|
2018
Q4 | $698K | Sell |
7,635
-7
| -0.1% | -$640 | 0.05% | 264 |
|
|
2018
Q3 | $816K | Buy |
7,642
+230
| +3% | +$24.6K | 0.05% | 268 |
|
|
2018
Q2 | $755K | Sell |
7,412
-50
| -0.7% | -$5.09K | 0.05% | 276 |
|
|
2018
Q1 | $742K | Sell |
7,462
-52
| -0.7% | -$5.17K | 0.05% | 299 |
|
|
2017
Q4 | $759K | Sell |
7,514
-10
| -0.1% | -$1.01K | 0.04% | 296 |
|
|
2017
Q3 | $719K | Hold |
7,524
| – | – | 0.04% | 303 |
|
|
2017
Q2 | $697K | Sell |
7,524
-45
| -0.6% | -$4.17K | 0.04% | 302 |
|
|
2017
Q1 | $687K | Buy |
7,569
+997
| +15% | +$90.5K | 0.04% | 309 |
|
|
2016
Q4 | $569K | Sell |
6,572
-2
| -0% | -$173 | 0.04% | 333 |
|
|
2016
Q3 | $550K | Buy |
6,574
+350
| +6% | +$29.3K | 0.04% | 345 |
|
|
2016
Q2 | $500K | Sell |
6,224
-1,575
| -20% | -$127K | 0.03% | 347 |
|
|
2016
Q1 | $612K | Sell |
7,799
-275
| -3% | -$21.6K | 0.05% | 307 |
|
|
2015
Q4 | $619K | Sell |
8,074
-250
| -3% | -$19.2K | 0.05% | 309 |
|
|
2015
Q3 | $612K | Sell |
8,324
-915
| -10% | -$67.3K | 0.05% | 303 |
|
|
2015
Q2 | $737K | Buy |
9,239
+1,076
| +13% | +$85.8K | 0.06% | 289 |
|
|
2015
Q1 | $662K | Buy |
8,163
+69
| +0.9% | +$5.6K | 0.05% | 302 |
|
|
2014
Q4 | $648K | Buy |
8,094
+1,603
| +25% | +$128K | 0.05% | 299 |
|
|
2014
Q3 | $492K | Buy |
6,491
+1,431
| +28% | +$108K | 0.05% | 322 |
|
|
2014
Q2 | $388K | Sell |
5,060
-10
| -0.2% | -$767 | 0.04% | 363 |
|
|
2014
Q1 | $370K | Buy |
5,070
+1,825
| +56% | +$133K | 0.04% | 340 |
|
|
2013
Q4 | $231K | Hold |
3,245
| – | – | 0.03% | 407 |
|
|
2013
Q3 | $212K | Sell |
3,245
-300
| -8% | -$19.6K | 0.03% | 409 |
|
|
2013
Q2 | $217K | Buy |
+3,545
| New | +$217K | 0.03% | 400 |
|