KMG Fiduciary Partners’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 | $322K | Hold |
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|
2025
Q2 | $308K | Hold |
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|
2025
Q1 | $294K | Buy |
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|
2024
Q4 | $296K | Hold |
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|
2024
Q3 | $302K | Hold |
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|
2024
Q2 | $277K | Hold |
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|
2024
Q1 | $286K | Hold |
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|
2023
Q4 | $266K | Hold |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $253K | Buy |
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|
2023
Q1 | $244K | Buy |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $305K | Buy |
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|
2021
Q3 | $242K | Buy |
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|
2021
Q2 | $243K | Buy |
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