Kovitz Investment Group 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
Q2 | $79.7M | Buy |
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|
2025
Q1 | $72.8M | Sell |
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|
2024
Q4 | $79.6M | Buy |
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|
2024
Q3 | $65M | Buy |
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|
2024
Q2 | $5.22M | Buy |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $785K | Buy |
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|
2023
Q2 | $754K | Hold |
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|
2023
Q1 | $729K | Sell |
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|
2022
Q4 | $740K | Buy |
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|
2022
Q3 | $641K | Hold |
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|
2022
Q2 | $676K | Sell |
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|
2022
Q1 | $833K | Buy |
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|
2021
Q4 | $624K | Hold |
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|
2021
Q3 | $732K | Hold |
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|
2021
Q2 | $737K | Hold |
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|
2021
Q1 | $693K | Hold |
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|
2020
Q4 | $624K | Buy |
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|
2020
Q3 | $485K | Hold |
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|
2020
Q2 | $457K | Hold |
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|
2020
Q1 | $377K | Hold |
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|
2019
Q4 | $519K | Hold |
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|
2019
Q3 | $485K | Buy |
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