MBL Wealth’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,096
| Closed | -$568K | – | 172 |
|
|
2022
Q3 | $568K | Sell |
11,096
-105
| -0.9% | -$5.38K | 0.12% | 85 |
|
|
2022
Q2 | $596K | Sell |
11,201
-1,085
| -9% | -$57.7K | 0.15% | 82 |
|
|
2022
Q1 | $782K | Buy |
+12,286
| New | +$782K | 0.19% | 73 |
|
|
2021
Q3 | $714K | Buy |
+11,631
| New | +$714K | 0.25% | 52 |
|
|
2021
Q1 | $652K | Buy |
+11,678
| New | +$652K | 0.23% | 71 |
|