LFA
Legend Financial Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.84M | Buy |
128,526
+483
| +0.4% | +$25.7K | 4.54% | 11 |
|
|
2025
Q1 | $6.39M | Sell |
128,043
-8,774
| -6% | -$438K | 4.69% | 12 |
|
|
2024
Q4 | $7.31M | Sell |
136,817
-4,336
| -3% | -$232K | 5.16% | 9 |
|
|
2024
Q3 | $7.36M | Buy |
141,153
+1,481
| +1% | +$77.2K | 5.08% | 10 |
|
|
2024
Q2 | $6.71M | Buy |
139,672
+1,237
| +0.9% | +$59.4K | 4.76% | 10 |
|
|
2024
Q1 | $7.06M | Buy |
138,435
+3,274
| +2% | +$167K | 5.12% | 9 |
|
|
2023
Q4 | $6.43M | Buy |
135,161
+322
| +0.2% | +$15.3K | 5.17% | 10 |
|
|
2023
Q3 | $5.67M | Buy |
134,839
+86,911
| +181% | +$3.66M | 4.84% | 10 |
|
|
2023
Q2 | $6.61M | Sell |
47,928
-1,276
| -3% | -$176K | 5.52% | 9 |
|
|
2023
Q1 | $6.29M | Sell |
49,204
-27
| -0.1% | -$3.45K | 5.28% | 9 |
|
|
2022
Q4 | $5.8M | Sell |
49,231
-269
| -0.5% | -$31.7K | 5.07% | 9 |
|
|
2022
Q3 | $5.19M | Buy |
49,500
+876
| +2% | +$91.8K | 4.88% | 11 |
|
|
2022
Q2 | $5.21M | Buy |
+48,624
| New | +$5.21M | 5.38% | 9 |
|
|
2022
Q1 | – | Sell |
-7,721
| Closed | -$1.21M | – | 43 |
|
|
2021
Q4 | $1.21M | Buy |
+7,721
| New | +$1.21M | 0.84% | 19 |
|