Lenox Wealth Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,000
| Closed | -$63K | – | 658 |
|
|
2020
Q3 | $63K | Hold |
3,000
| – | – | 0.01% | 142 |
|
|
2020
Q2 | $60K | Hold |
3,000
| – | – | 0.01% | 140 |
|
|
2020
Q1 | $48K | Hold |
3,000
| – | – | 0.01% | 142 |
|
|
2019
Q4 | $59K | Hold |
3,000
| – | – | 0.01% | 162 |
|
|
2019
Q3 | $54K | Hold |
3,000
| – | – | 0.01% | 153 |
|
|
2019
Q2 | $53K | Hold |
3,000
| – | – | 0.01% | 142 |
|
|
2019
Q1 | $51K | Buy |
+3,000
| New | +$51K | 0.01% | 128 |
|