Madison Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Sell |
23,603
-3,950
| -14% | -$718K | 0.94% | 19 |
|
|
2025
Q1 | $4.77M | Buy |
27,553
+123
| +0.4% | +$21.3K | 1.18% | 17 |
|
|
2024
Q4 | $4.81M | Sell |
27,430
-138
| -0.5% | -$24.2K | 1.34% | 15 |
|
|
2024
Q3 | $4.94M | Sell |
27,568
-4,996
| -15% | -$895K | 1.46% | 14 |
|
|
2024
Q2 | $5.35M | Sell |
32,564
-187
| -0.6% | -$30.7K | 1.84% | 13 |
|
|
2024
Q1 | $5.55M | Sell |
32,751
-1,791
| -5% | -$303K | 2.01% | 13 |
|
|
2023
Q4 | $5.45M | Buy |
+34,542
| New | +$5.45M | 2.16% | 13 |
|