Longview Financial Advisors’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $466K | Sell |
6,257
-352
| -5% | -$26.2K | 0.4% | 28 |
|
2025
Q1 | $541K | Sell |
6,609
-145
| -2% | -$11.9K | 0.46% | 25 |
|
2024
Q4 | $516K | Buy |
6,754
+311
| +5% | +$23.8K | 0.41% | 29 |
|
2024
Q3 | $494K | Sell |
6,443
-218
| -3% | -$16.7K | 0.36% | 30 |
|
2024
Q2 | $537K | Buy |
6,661
+618
| +10% | +$49.8K | 0.41% | 29 |
|
2024
Q1 | $502K | Buy |
6,043
+7
| +0.1% | +$582 | 0.38% | 29 |
|
2023
Q4 | $445K | Buy |
+6,036
| New | +$445K | 0.36% | 28 |
|