KWB Wealth’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 | $2.2M | Buy |
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|
2025
Q2 | $2.09M | Sell |
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|
2025
Q1 | $2.3M | Sell |
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|
2024
Q4 | $2.43M | Sell |
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|
2024
Q3 | $2.26M | Sell |
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|
2024
Q2 | $2.35M | Hold |
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|
2024
Q1 | $2.35M | Sell |
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|
2023
Q4 | $2.29M | Sell |
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|
2023
Q3 | $2.19M | Sell |
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|
2023
Q2 | $2.31M | Sell |
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|
2023
Q1 | $2.61M | Buy |
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|
2022
Q4 | $2.34M | Sell |
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|
2022
Q3 | $2.55M | Sell |
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|
2022
Q2 | $2.72M | Buy |
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|
2022
Q1 | $2.94M | Hold |
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|
2021
Q4 | $2.94M | Sell |
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|
2021
Q3 | $2.79M | Sell |
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|
2021
Q2 | $2.66M | Buy |
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|
2021
Q1 | $2.65M | Sell |
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|
2020
Q4 | $2.59M | Buy |
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