Kingswood Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
9,961
+2,963
| +42% | +$538K | 0.14% | 160 |
|
|
2025
Q1 | $1.21M | Buy |
6,998
+3,374
| +93% | +$584K | 0.11% | 213 |
|
|
2024
Q4 | $635K | Sell |
3,624
-354
| -9% | -$62K | 0.05% | 372 |
|
|
2024
Q3 | $712K | Buy |
3,978
+469
| +13% | +$84K | 0.05% | 368 |
|
|
2024
Q2 | $577K | Sell |
3,509
-1,025
| -23% | -$168K | 0.05% | 355 |
|
|
2024
Q1 | $768K | Buy |
4,534
+2,338
| +106% | +$396K | 0.09% | 251 |
|
|
2023
Q4 | $347K | Buy |
+2,196
| New | +$347K | 0.04% | 427 |
|