LPAM
Lodestar Private Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
1,949
-922
| -32% | -$168K | 0.04% | 171 |
|
|
2025
Q1 | $497K | Buy |
2,871
+595
| +26% | +$103K | 0.06% | 138 |
|
|
2024
Q4 | $399K | Buy |
2,276
+715
| +46% | +$125K | 0.05% | 154 |
|
|
2024
Q3 | $280K | Buy |
1,561
+122
| +8% | +$21.9K | 0.04% | 187 |
|
|
2024
Q2 | $236K | Hold |
1,439
| – | – | 0.03% | 194 |
|
|
2024
Q1 | $244K | Buy |
+1,439
| New | +$244K | 0.03% | 194 |
|