LifePlan Financial Group’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $40K | Sell |
1,480
-495
| -25% | -$13.4K | 0.02% | 266 |
|
|
2020
Q2 | $47K | Hold |
1,975
| – | – | 0.02% | 245 |
|
|
2020
Q1 | $39K | Hold |
1,975
| – | – | 0.02% | 248 |
|
|
2019
Q4 | $54K | Hold |
1,975
| – | – | 0.02% | 240 |
|
|
2019
Q3 | $50K | Hold |
1,975
| – | – | 0.02% | 244 |
|
|
2019
Q2 | $50K | Hold |
1,975
| – | – | 0.02% | 243 |
|
|
2019
Q1 | $47K | Sell |
1,975
-2,635
| -57% | -$62.7K | 0.03% | 249 |
|
|
2018
Q4 | $95K | Sell |
4,610
-1,805
| -28% | -$37.2K | 0.06% | 180 |
|
|
2018
Q3 | $162K | Hold |
6,415
| – | – | 0.09% | 142 |
|
|
2018
Q2 | $147K | Hold |
6,415
| – | – | 0.08% | 146 |
|
|
2018
Q1 | $153K | Buy |
+6,415
| New | +$153K | 0.09% | 135 |
|