KIA
Kraematon Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,371
| Closed | -$216K | – | 91 |
|
|
2023
Q4 | $216K | Sell |
1,371
-1,331
| -49% | -$210K | 0.24% | 78 |
|
|
2023
Q3 | $383K | Sell |
2,702
-74
| -3% | -$10.5K | 0.47% | 54 |
|
|
2023
Q2 | $415K | Sell |
2,776
-209
| -7% | -$31.3K | 0.46% | 56 |
|
|
2023
Q1 | $432K | Sell |
2,985
-438
| -13% | -$63.3K | 0.5% | 54 |
|
|
2022
Q4 | $483K | Buy |
3,423
+307
| +10% | +$43.4K | 0.53% | 52 |
|
|
2022
Q3 | $397K | Buy |
3,116
+8
| +0.3% | +$1.02K | 0.51% | 51 |
|
|
2022
Q2 | $417K | Buy |
3,108
+9
| +0.3% | +$1.21K | 0.48% | 52 |
|
|
2022
Q1 | $489K | Buy |
3,099
+232
| +8% | +$36.6K | 0.47% | 54 |
|
|
2021
Q4 | $467K | Buy |
+2,867
| New | +$467K | 0.42% | 57 |
|