Lakeshore Financial Planning’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 | $7.33M | Sell |
40,351
-430
| -1% | -$78.1K | 2.95% | 10 |
|
|
2025
Q1 | $7.06M | Sell |
40,781
-5,104
| -11% | -$884K | 2.94% | 10 |
|
|
2024
Q4 | $8.04M | Sell |
45,885
-319
| -0.7% | -$55.9K | 3.43% | 10 |
|
|
2024
Q3 | $8.28M | Sell |
46,204
-41
| -0.1% | -$7.35K | 3.65% | 10 |
|
|
2024
Q2 | $7.6M | Sell |
46,245
-731
| -2% | -$120K | 3.71% | 10 |
|
|
2024
Q1 | $7.96M | Sell |
46,976
-748
| -2% | -$127K | 4.03% | 9 |
|
|
2023
Q4 | $7.53M | Sell |
47,724
-36,869
| -44% | -$5.82M | 4.18% | 9 |
|
|
2023
Q3 | $12M | Buy |
+84,593
| New | +$12M | 6.83% | 8 |
|