Lyell Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
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|
2025
Q1 | $3.13M | Sell |
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|
2024
Q4 | $3.29M | Sell |
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|
2024
Q3 | $3.49M | Buy |
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|
2024
Q2 | $3.11M | Sell |
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|
2024
Q1 | $3.94M | Buy |
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|
2023
Q4 | $3.65M | Buy |
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|
2023
Q3 | $3.24M | Sell |
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|
2023
Q2 | $3.78M | Sell |
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|
2023
Q1 | $4.05M | Buy |
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|
2022
Q4 | $3.93M | Buy |
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|
2022
Q3 | $1.7M | Buy |
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|
2022
Q2 | $1.56M | Buy |
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|
2022
Q1 | $1.74M | Buy |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q3 | $1.4M | Sell |
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|
2021
Q2 | $1.57M | Buy |
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|
2021
Q1 | $747K | Buy |
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|
2020
Q4 | $323K | Buy |
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|
2020
Q3 | $241K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $237K | Buy |
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|
2019
Q4 | $326K | Buy |
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