LFA
Legend Financial 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 | $168K | Buy |
+926
| New | +$168K | 0.11% | 39 |
|
|
2025
Q1 | – | Sell |
-930
| Closed | -$163K | – | 204 |
|
|
2024
Q4 | $163K | Buy |
930
+3
| +0.3% | +$526 | 0.12% | 35 |
|
|
2024
Q3 | $166K | Sell |
927
-56
| -6% | -$10K | 0.11% | 36 |
|
|
2024
Q2 | $161K | Buy |
983
+99
| +11% | +$16.3K | 0.11% | 42 |
|
|
2024
Q1 | $150K | Sell |
884
-136
| -13% | -$23K | 0.11% | 41 |
|
|
2023
Q4 | $161K | Buy |
1,020
+4
| +0.4% | +$631 | 0.13% | 36 |
|
|
2023
Q3 | $144K | Buy |
1,016
+4
| +0.4% | +$567 | 0.12% | 42 |
|
|
2023
Q2 | $151K | Buy |
1,012
+5
| +0.5% | +$748 | 0.13% | 40 |
|
|
2023
Q1 | $146K | Sell |
1,007
-777
| -44% | -$112K | 0.12% | 41 |
|
|
2022
Q4 | $252K | Buy |
1,784
+7
| +0.4% | +$989 | 0.22% | 37 |
|
|
2022
Q3 | $226K | Buy |
1,777
+8
| +0.5% | +$1.02K | 0.21% | 32 |
|
|
2022
Q2 | $238K | Sell |
1,769
-366
| -17% | -$49.2K | 0.25% | 28 |
|
|
2022
Q1 | $320K | Sell |
2,135
-6
| -0.3% | -$899 | 0.2% | 33 |
|
|
2021
Q4 | $348K | Buy |
2,141
+6
| +0.3% | +$975 | 0.24% | 32 |
|
|
2021
Q3 | $320K | Buy |
2,135
+7
| +0.3% | +$1.05K | 0.2% | 33 |
|
|
2021
Q2 | $321K | Buy |
+2,128
| New | +$321K | 0.21% | 32 |
|
|
2021
Q1 | – | Sell |
-2,201
| Closed | -$281K | – | 26 |
|
|
2020
Q4 | $281K | Buy |
2,201
+8
| +0.4% | +$1.02K | 0.23% | 26 |
|
|
2020
Q3 | $237K | Buy |
2,193
+9
| +0.4% | +$973 | 0.19% | 28 |
|
|
2020
Q2 | $222K | Sell |
2,184
-310
| -12% | -$31.5K | 0.14% | 29 |
|
|
2020
Q1 | $210K | Sell |
2,494
-330
| -12% | -$27.8K | 0.19% | 26 |
|
|
2019
Q4 | $327K | Sell |
2,824
-78
| -3% | -$9.03K | 0.28% | 26 |
|
|
2019
Q3 | $314K | Sell |
2,902
-21
| -0.7% | -$2.27K | 0.27% | 27 |
|
|
2019
Q2 | $315K | Sell |
2,923
-603
| -17% | -$65K | 0.28% | 28 |
|
|
2019
Q1 | $368K | Buy |
3,526
+318
| +10% | +$33.2K | 0.4% | 25 |
|
|
2018
Q4 | $293K | Buy |
+3,208
| New | +$293K | 0.43% | 23 |
|