Landmark Financial Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-14,820
| Closed | -$260K | – | 64 |
|
|
2020
Q1 | $260K | Sell |
14,820
-1,800
| -11% | -$31.6K | 0.18% | 54 |
|
|
2019
Q4 | $347K | Sell |
16,620
-1,790
| -10% | -$37.4K | 0.2% | 51 |
|
|
2019
Q3 | $329K | Sell |
18,410
-350
| -2% | -$6.26K | 0.2% | 47 |
|
|
2019
Q2 | $332K | Sell |
18,760
-16,640
| -47% | -$294K | 0.2% | 46 |
|
|
2019
Q1 | $647K | Sell |
35,400
-1,510
| -4% | -$27.6K | 0.42% | 28 |
|
|
2018
Q4 | $583K | Buy |
36,910
+15,050
| +69% | +$238K | 0.38% | 34 |
|
|
2018
Q3 | $367K | Sell |
21,860
-330
| -1% | -$5.54K | 0.22% | 44 |
|
|
2018
Q2 | $351K | Sell |
22,190
-1,130
| -5% | -$17.9K | 0.22% | 40 |
|
|
2018
Q1 | $353K | Buy |
23,320
+1,410
| +6% | +$21.3K | 0.22% | 41 |
|
|
2017
Q4 | $313K | Buy |
21,910
+540
| +3% | +$7.71K | 0.2% | 45 |
|
|
2017
Q3 | $289K | Buy |
21,370
+50
| +0.2% | +$676 | 0.2% | 43 |
|
|
2017
Q2 | $266K | Buy |
21,320
+380
| +2% | +$4.74K | 0.19% | 46 |
|
|
2017
Q1 | $253K | Sell |
20,940
-580
| -3% | -$7.01K | 0.19% | 44 |
|
|
2016
Q4 | $233K | Buy |
+21,520
| New | +$233K | 0.19% | 48 |
|