LFS
Legacy Financial Strategies’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 | $987K | Hold |
5,430
| – | – | 0.19% | 57 |
|
|
2025
Q1 | $941K | Buy |
5,430
+9
| +0.2% | +$1.56K | 0.21% | 53 |
|
|
2024
Q4 | $947K | Buy |
5,421
+14
| +0.3% | +$2.45K | 0.2% | 52 |
|
|
2024
Q3 | $969K | Buy |
5,407
+3,442
| +175% | +$617K | 0.21% | 53 |
|
|
2024
Q2 | $322K | Sell |
1,965
-1,210
| -38% | -$198K | 0.08% | 72 |
|
|
2024
Q1 | $538K | Sell |
3,175
-240
| -7% | -$40.6K | 0.14% | 58 |
|
|
2023
Q4 | $539K | Buy |
+3,415
| New | +$539K | 0.15% | 53 |
|
|
2018
Q3 | – | Sell |
-3,327
| Closed | -$339K | – | 73 |
|
|
2018
Q2 | $339K | Sell |
3,327
-185
| -5% | -$18.9K | 0.3% | 70 |
|
|
2018
Q1 | $349K | Sell |
3,512
-1,359
| -28% | -$135K | 0.34% | 69 |
|
|
2017
Q4 | $492K | Buy |
+4,871
| New | +$492K | 0.52% | 31 |
|