Lake Hills Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.3M | Buy |
62,283
+6,773
| +12% | +$1.23M | 6.48% | 6 |
|
2025
Q1 | $9.62M | Buy |
55,510
+27,314
| +97% | +$4.73M | 6.64% | 4 |
|
2024
Q4 | $4.94M | Buy |
28,196
+1,789
| +7% | +$313K | 3.37% | 12 |
|
2024
Q3 | $4.73M | Sell |
26,407
-785
| -3% | -$141K | 3.17% | 11 |
|
2024
Q2 | $4.47M | Buy |
27,192
+7,784
| +40% | +$1.28M | 3.21% | 12 |
|
2024
Q1 | $3.29M | Buy |
+19,408
| New | +$3.29M | 2.96% | 11 |
|