LFA
Level 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-93
| Closed | -$13.2K | – | 289 |
|
|
2023
Q3 | $13.2K | Hold |
93
| – | – | 0.01% | 172 |
|
|
2023
Q2 | $13.9K | Hold |
93
| – | – | 0.01% | 171 |
|
|
2023
Q1 | $13.5K | Hold |
93
| – | – | 0.01% | 161 |
|
|
2022
Q4 | $13K | Hold |
93
| – | – | 0.01% | 152 |
|
|
2022
Q3 | $12K | Sell |
93
-5
| -5% | -$645 | 0.01% | 166 |
|
|
2022
Q2 | $13K | Buy |
98
+5
| +5% | +$663 | 0.01% | 168 |
|
|
2022
Q1 | $15K | Hold |
93
| – | – | 0.01% | 142 |
|
|
2021
Q4 | $15K | Buy |
+93
| New | +$15K | 0.01% | 150 |
|