McClarren Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-45
| Closed | -$7K | – | 410 |
|
|
2023
Q4 | $7K | Buy |
45
+1
| +2% | +$156 | 0.01% | 289 |
|
|
2023
Q3 | $6K | Hold |
44
| – | – | 0.01% | 277 |
|
|
2023
Q2 | $6K | Sell |
44
-1
| -2% | -$136 | 0.01% | 279 |
|
|
2023
Q1 | $6K | Buy |
45
+1
| +2% | +$133 | 0.01% | 267 |
|
|
2022
Q4 | $6K | Sell |
44
-1
| -2% | -$136 | 0.01% | 274 |
|
|
2022
Q3 | $5K | Buy |
+45
| New | +$5K | 0.01% | 258 |
|
|
2022
Q2 | – | Sell |
-45
| Closed | -$7K | – | 216 |
|
|
2022
Q1 | $7K | Sell |
45
-1
| -2% | -$156 | 0.01% | 219 |
|
|
2021
Q4 | $8K | Buy |
+46
| New | +$8K | 0.01% | 249 |
|