LFA
Longview Financial Advisors’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 | $434K | Hold |
2,390
| – | – | 0.37% | 29 |
|
|
2025
Q1 | $414K | Sell |
2,390
-72
| -3% | -$12.5K | 0.36% | 32 |
|
|
2024
Q4 | $431K | Sell |
2,462
-631
| -20% | -$111K | 0.34% | 33 |
|
|
2024
Q3 | $554K | Sell |
3,093
-282
| -8% | -$50.5K | 0.41% | 28 |
|
|
2024
Q2 | $555K | Buy |
3,375
+37
| +1% | +$6.08K | 0.42% | 28 |
|
|
2024
Q1 | $565K | Sell |
3,338
-669
| -17% | -$113K | 0.42% | 25 |
|
|
2023
Q4 | $632K | Buy |
+4,007
| New | +$632K | 0.51% | 25 |
|