LA
Legacy Advisors’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 | – | Sell |
-1,832
| Closed | -$317K | – | 330 |
|
2025
Q1 | $317K | Hold |
1,832
| – | – | 0.03% | 315 |
|
2024
Q4 | $321K | Hold |
1,832
| – | – | 0.03% | 302 |
|
2024
Q3 | $328K | Hold |
1,832
| – | – | 0.04% | 287 |
|
2024
Q2 | $301K | Buy |
+1,832
| New | +$301K | 0.04% | 257 |
|
2019
Q3 | – | Sell |
-1,462
| Closed | -$158K | – | 287 |
|
2019
Q2 | $158K | Buy |
1,462
+6
| +0.4% | +$648 | 0.11% | 124 |
|
2019
Q1 | $152K | Buy |
+1,456
| New | +$152K | 0.05% | 126 |
|
2018
Q4 | – | Sell |
-1,441
| Closed | -$154K | – | 337 |
|
2018
Q3 | $154K | Buy |
1,441
+6
| +0.4% | +$641 | 0.08% | 153 |
|
2018
Q2 | $146K | Buy |
+1,435
| New | +$146K | 0.11% | 111 |
|