LIM
Lathrop Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
6,563
+574
| +10% | +$104K | 0.23% | 46 |
|
|
2025
Q1 | $1.04M | Buy |
5,989
+1,467
| +32% | +$254K | 0.21% | 47 |
|
|
2024
Q4 | $792K | Buy |
4,522
+1,877
| +71% | +$329K | 0.15% | 55 |
|
|
2024
Q3 | $474K | Buy |
2,645
+420
| +19% | +$75.3K | 0.09% | 65 |
|
|
2024
Q2 | $366K | Buy |
2,225
+350
| +19% | +$57.6K | 0.07% | 66 |
|
|
2024
Q1 | $318K | Hold |
1,875
| – | – | 0.06% | 69 |
|
|
2023
Q4 | $296K | Hold |
1,875
| – | – | 0.06% | 67 |
|
|
2023
Q3 | $266K | Buy |
1,875
+35
| +2% | +$4.97K | 0.06% | 70 |
|
|
2023
Q2 | $275K | Hold |
1,840
| – | – | 0.06% | 71 |
|
|
2023
Q1 | $266K | Buy |
+1,840
| New | +$266K | 0.06% | 72 |
|