LifePlan Financial Group’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.97M | Buy |
127,220
+6,395
| +5% | +$149K | 1.28% | 22 |
|
|
2020
Q2 | $2.47M | Buy |
120,825
+12,310
| +11% | +$251K | 1.12% | 26 |
|
|
2020
Q1 | $1.78M | Buy |
108,515
+9,830
| +10% | +$161K | 0.96% | 32 |
|
|
2019
Q4 | $2.29M | Buy |
98,685
+10,305
| +12% | +$239K | 1.02% | 30 |
|
|
2019
Q3 | $1.93M | Buy |
88,380
+16,260
| +23% | +$354K | 0.91% | 34 |
|
|
2019
Q2 | $1.58M | Buy |
72,120
+46,340
| +180% | +$1.02M | 0.76% | 37 |
|
|
2019
Q1 | $544K | Buy |
25,780
+23,995
| +1,344% | +$506K | 0.29% | 61 |
|
|
2018
Q4 | $34K | Buy |
1,785
+1,705
| +2,131% | +$32.5K | 0.02% | 276 |
|
|
2018
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 505 |
|
|
2018
Q2 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 490 |
|