Laidlaw Wealth Management’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,742
| Closed | -$265K | – | 132 |
|
|
2024
Q4 | $265K | Hold |
7,742
| – | – | 0.12% | 149 |
|
|
2024
Q3 | $253K | Hold |
7,742
| – | – | 0.13% | 145 |
|
|
2024
Q2 | $230K | Hold |
7,742
| – | – | 0.13% | 149 |
|
|
2024
Q1 | $231K | Hold |
7,742
| – | – | 0.13% | 154 |
|
|
2023
Q4 | $227K | Sell |
7,742
-2,754
| -26% | -$80.7K | 0.08% | 221 |
|
|
2023
Q3 | $280K | Sell |
10,496
-2,957
| -22% | -$78.7K | 0.09% | 205 |
|
|
2023
Q2 | $383K | Sell |
13,453
-1,265
| -9% | -$36K | 0.07% | 225 |
|
|
2023
Q1 | $404K | Hold |
14,718
| – | – | 0.08% | 225 |
|
|
2022
Q4 | $370K | Buy |
+14,718
| New | +$370K | 0.08% | 230 |
|