Liberty Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-159
| Closed | -$25.9K | – | 176 |
|
|
2021
Q4 | $25.9K | Sell |
159
-1,234
| -89% | -$201K | 1.12% | 16 |
|
|
2021
Q3 | $209K | Buy |
+1,393
| New | +$209K | 0.07% | 160 |
|
|
2020
Q2 | – | Sell |
-194
| Closed | -$16K | – | 963 |
|
|
2020
Q1 | $16K | Buy |
194
+87
| +81% | +$7.18K | 0.01% | 393 |
|
|
2019
Q4 | $12K | Hold |
107
| – | – | 0.01% | 512 |
|
|
2019
Q3 | $12K | Sell |
107
-86
| -45% | -$9.65K | 0.01% | 488 |
|
|
2019
Q2 | $21K | Buy |
+193
| New | +$21K | 0.02% | 401 |
|