Lowery Thomas LLC’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,641
Closed -$574K 47
2023
Q4
$574K Sell
3,641
-9,170
-72% -$1.45M 0.49% 34
2023
Q3
$1.82M Sell
12,811
-2,078
-14% -$294K 1.74% 18
2023
Q2
$2.23M Buy
14,889
+1,037
+7% +$155K 2.19% 16
2023
Q1
$2M Buy
+13,852
New +$2M 2.21% 16