Martel Wealth Advisors’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
Q3 | $3.42M | Buy |
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|
2025
Q2 | $3.2M | Sell |
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|
2025
Q1 | $3.16M | Buy |
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|
2024
Q4 | $3.11M | Sell |
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|
2024
Q3 | $3.25M | Buy |
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|
2024
Q2 | $2.9M | Buy |
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|
2024
Q1 | $2.97M | Buy |
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|
2023
Q4 | $2.65M | Buy |
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|
2023
Q3 | $2.08M | Buy |
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|
2023
Q2 | $1.77M | Buy |
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|
2023
Q1 | $337K | Sell |
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|
2022
Q4 | $486K | Sell |
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|
2022
Q3 | $1.62M | Sell |
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|
2022
Q2 | $1.93M | Sell |
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|
2022
Q1 | $2.58M | Sell |
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|
2021
Q4 | $2.63M | Sell |
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|
2021
Q3 | $2.66M | Sell |
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|
2021
Q2 | $2.7M | Sell |
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|
2021
Q1 | $2.27M | Sell |
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|
2020
Q4 | $2.32M | Buy |
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