KAS
KPP Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.46M | Buy |
19,035
+1,050
| +6% | +$191K | 0.57% | 46 |
|
2025
Q1 | $3.12M | Buy |
17,985
+1,605
| +10% | +$278K | 0.59% | 44 |
|
2024
Q4 | $2.87M | Sell |
16,380
-270
| -2% | -$47.3K | 0.68% | 39 |
|
2024
Q3 | $2.98M | Sell |
16,650
-320
| -2% | -$57.3K | 0.72% | 36 |
|
2024
Q2 | $2.79M | Sell |
16,970
-85
| -0.5% | -$14K | 0.74% | 33 |
|
2024
Q1 | $2.89M | Buy |
+17,055
| New | +$2.89M | 0.79% | 29 |
|
2023
Q4 | – | Sell |
-16,808
| Closed | -$2.38M | – | 193 |
|
2023
Q3 | $2.38M | Buy |
+16,808
| New | +$2.38M | 0.79% | 28 |
|