LF
Lee Financial’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 | $565K | Sell |
3,110
-10
| -0.3% | -$1.82K | 0.08% | 92 |
|
|
2025
Q1 | $540K | Sell |
3,120
-168
| -5% | -$29.1K | 0.08% | 92 |
|
|
2024
Q4 | $576K | Buy |
3,288
+34
| +1% | +$5.96K | 0.08% | 106 |
|
|
2024
Q3 | $583K | Hold |
3,254
| – | – | 0.08% | 105 |
|
|
2024
Q2 | $535K | Sell |
3,254
-216
| -6% | -$35.5K | 0.09% | 94 |
|
|
2024
Q1 | $588K | Sell |
3,470
-1,307
| -27% | -$221K | 0.1% | 91 |
|
|
2023
Q4 | $754K | Sell |
4,777
-1,633
| -25% | -$258K | 0.13% | 77 |
|
|
2023
Q3 | $908K | Hold |
6,410
| – | – | 0.17% | 62 |
|
|
2023
Q2 | $959K | Buy |
6,410
+60
| +0.9% | +$8.98K | 0.17% | 63 |
|
|
2023
Q1 | $918K | Sell |
6,350
-300
| -5% | -$43.4K | 0.16% | 61 |
|
|
2022
Q4 | $939K | Buy |
6,650
+1,550
| +30% | +$219K | 0.16% | 67 |
|
|
2022
Q3 | $649K | Sell |
5,100
-1,570
| -24% | -$200K | 0.12% | 81 |
|
|
2022
Q2 | $895K | Buy |
6,670
+6,399
| +2,361% | +$859K | 0.16% | 70 |
|
|
2022
Q1 | $43K | Sell |
271
-69
| -20% | -$10.9K | 0.01% | 254 |
|
|
2021
Q4 | $55K | Buy |
340
+11
| +3% | +$1.78K | 0.01% | 246 |
|
|
2021
Q3 | $49K | Hold |
329
| – | – | 0.01% | 227 |
|
|
2021
Q2 | $50K | Buy |
329
+260
| +377% | +$39.5K | 0.01% | 229 |
|
|
2021
Q1 | $10K | Hold |
69
| – | – | ﹤0.01% | 388 |
|
|
2020
Q4 | $9K | Hold |
69
| – | – | ﹤0.01% | 390 |
|
|
2020
Q3 | $7K | Hold |
69
| – | – | ﹤0.01% | 440 |
|
|
2020
Q2 | $7K | Buy |
+69
| New | +$7K | ﹤0.01% | 415 |
|