Live Oak Investment Partners’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.68M | Buy |
22,138
+1,804
| +9% | +$137K | 1.29% | 25 |
|
2025
Q1 | $1.47M | Buy |
+20,334
| New | +$1.47M | 1.16% | 23 |
|
2024
Q4 | – | Hold |
0
| – | -$1.51M | – | 24 |
|
2024
Q3 | – | Hold |
0
| – | -$1.42M | – | 25 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 23 |
|
2023
Q4 | – | Hold |
0
| – | -$1.34M | – | 61 |
|
2023
Q3 | – | Hold |
0
| – | -$1.43M | – | 19 |
|
2023
Q2 | – | Hold |
0
| – | -$1.28M | – | 19 |
|
2023
Q1 | – | Hold |
0
| – | -$1.46M | – | 19 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 19 |
|