Key Client Fiduciary 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 | $823K | Sell |
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|
2025
Q2 | $801K | Sell |
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|
2025
Q1 | $781K | Buy |
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|
2024
Q4 | $787K | Sell |
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|
2024
Q3 | $812K | Buy |
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|
2024
Q2 | $732K | Buy |
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|
2024
Q1 | $726K | Buy |
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|
2023
Q4 | $662K | Sell |
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|
2023
Q3 | $597K | Buy |
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|
2023
Q2 | $578K | Buy |
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|
2023
Q1 | $510K | Buy |
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|
2022
Q4 | $491K | Buy |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $351K | Buy |
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|
2021
Q4 | $270K | Buy |
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