LifePlan Financial Group’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $40K | Hold |
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|
2020
Q1 | $34K | Hold |
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|
2019
Q4 | $50K | Hold |
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|
2019
Q3 | $47K | Hold |
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|
2019
Q2 | $47K | Hold |
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|
2019
Q1 | $43K | Sell |
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|
2018
Q4 | $91K | Sell |
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|
2018
Q3 | $150K | Hold |
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|
2018
Q2 | $148K | Hold |
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|
2018
Q1 | $153K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $240K | Sell |
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|
2016
Q2 | $290K | Sell |
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|
2016
Q1 | $296K | Sell |
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|
2015
Q4 | $373K | Sell |
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|
2015
Q3 | $472K | Sell |
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|
2015
Q2 | $648K | Buy |
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