Kellett Wealth Advisors’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 | $207K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $221K | Hold |
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|
2024
Q4 | $223K | Hold |
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $348K | Sell |
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|
2024
Q1 | $686K | Buy |
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|
2023
Q4 | $634K | Sell |
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|
2023
Q3 | $8.4M | Sell |
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|
2023
Q2 | $8.91M | Sell |
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|
2023
Q1 | $8.68M | Buy |
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|
2022
Q4 | $8.16M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $260K | Buy |
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