Kiely Wealth Advisory Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$22.5M	Sell	124,414 -3,160	-2%	-$571K	14.47%	2
2024 Q3	$23.5M	Sell	127,574 -3,926	-3%	-$722K	14.87%	2
2024 Q2	$21.8M	Buy	131,500 +1,981	+2%	+$329K	12.03%	2
2024 Q1	$21.2M	Buy	129,519 +3,109	+2%	+$508K	12.05%	3
2023 Q4	$20M	Buy	+126,410	New	+$20M	11.55%	3