KMS Financial Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $2.06M | Buy |
27,234
+4,670
| +21% | +$354K | 0.29% | 81 |
|
|
2014
Q2 | $1.73M | Buy |
22,564
+8,865
| +65% | +$680K | 0.25% | 98 |
|
|
2014
Q1 | $1M | Buy |
13,699
+3,898
| +40% | +$285K | 0.16% | 147 |
|
|
2013
Q4 | $698K | Buy |
9,801
+660
| +7% | +$47K | 0.12% | 197 |
|
|
2013
Q3 | $596K | Buy |
9,141
+2,904
| +47% | +$189K | 0.15% | 167 |
|
|
2013
Q2 | $382K | Buy |
+6,237
| New | +$382K | 0.11% | 226 |
|