MSFP
RSP icon

Mark Sheptoff Financial Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio RSP Stock Details RSP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.97M Sell
10,832
-4,048
-27% -$736K 1.05% 23
2025
Q1 		$2.58M Sell
14,880
-950
-6% -$165K 1.42% 18
2024
Q4 		$2.77M Buy
15,830
+5,105
+48% +$895K 1.49% 16
2024
Q3 		$1.92M Buy
10,725
+2,400
+29% +$430K 1.02% 22
2024
Q2 		$1.37M Sell
8,325
-1,974
-19% -$324K 0.76% 26
2024
Q1 		$1.74M Buy
10,299
+9,849
+2,189% +$1.67M 0.97% 22
2023
Q4 		$71K Buy
450
+400
+800% +$63.1K 0.04% 136
2023
Q3 		$7.09K Hold
50
– – ﹤0.01% 288
2023
Q2 		$7.48K Hold
50
– – ﹤0.01% 292
2023
Q1 		$7.23K Hold
50
– – ﹤0.01% 287
2022
Q4 		$7.06K Hold
50
– – ﹤0.01% 289
2022
Q3 		$6K Hold
50
– – ﹤0.01% 284
2022
Q2 		$7K Hold
50
– – ﹤0.01% 283
2022
Q1 		$8K Hold
50
– – ﹤0.01% 320
2021
Q4 		$8K Hold
50
– – ﹤0.01% 339
2021
Q3 		$7K Hold
50
– – ﹤0.01% 332
2021
Q2 		$8K Hold
50
– – ﹤0.01% 343
2021
Q1 		$7K Sell
50
-50
-50% -$7K ﹤0.01% 306
2020
Q4 		$13K Hold
100
– – 0.01% 258
2020
Q3 		$11K Hold
100
– – 0.01% 232
2020
Q2 		$10K Sell
100
-100
-50% -$10K 0.01% 262
2020
Q1 		$17K Hold
200
– – 0.01% 189
2019
Q4 		$23K Hold
200
– – 0.01% 205
2019
Q3 		$22K Hold
200
– – 0.01% 203
2019
Q2 		$22K Hold
200
– – 0.02% 208
2019
Q1 		$21K Hold
200
– – 0.02% 209
2018
Q4 		$18K Hold
200
– – 0.02% 196
2018
Q3 		$21K Hold
200
– – 0.01% 234
2018
Q2 		$20K Buy
+200
New +$20K 0.01% 226
2018
Q1 		– Sell
-200
Closed -$20K – 395
2017
Q4 		$20K Hold
200
– – 0.01% 236
2017
Q3 		$19K Hold
200
– – 0.01% 243
2017
Q2 		$19K Sell
200
-1
-0.5% -$95 0.01% 233
2017
Q1 		$18K Buy
201
+1
+0.5% +$90 0.01% 240
2016
Q4 		$17K Hold
200
– – 0.01% 232
2016
Q3 		$17K Hold
200
– – 0.01% 230
2016
Q2 		$16K Hold
200
– – 0.01% 225
2016
Q1 		$16K Hold
200
– – 0.01% 223
2015
Q4 		$15K Buy
+200
New +$15K 0.01% 242