Lee Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Sell |
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|
2025
Q1 | $540K | Sell |
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|
2024
Q4 | $576K | Buy |
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|
2024
Q3 | $583K | Hold |
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|
2024
Q2 | $535K | Sell |
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|
2024
Q1 | $588K | Sell |
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|
2023
Q4 | $754K | Sell |
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|
2023
Q3 | $908K | Hold |
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|
2023
Q2 | $959K | Buy |
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|
2023
Q1 | $918K | Sell |
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|
2022
Q4 | $939K | Buy |
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|
2022
Q3 | $649K | Sell |
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|
2022
Q2 | $895K | Buy |
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|
2022
Q1 | $43K | Sell |
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|
2021
Q4 | $55K | Buy |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $50K | Buy |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $9K | Hold |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $7K | Buy |
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