Meridian Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Meridian Wealth Management’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.25M	Buy	12,403 +569	+5%	+$103K	0.1%	187
2025 Q1	$2.05M	Sell	11,834 -1,012	-8%	-$175K	0.1%	181
2024 Q4	$2.25M	Sell	12,846 -2,811	-18%	-$493K	0.11%	175
2024 Q3	$2.81M	Buy	15,657 +2,501	+19%	+$448K	0.14%	154
2024 Q2	$2.16M	Buy	+13,156	New	+$2.16M	0.26%	75
2024 Q1	–	Sell	-11,096	Closed	-$1.75M	–	441
2023 Q4	$1.75M	Buy	11,096 +171	+2%	+$27K	0.11%	179
2023 Q3	$1.55M	Buy	10,925 +13	+0.1%	+$1.84K	0.09%	181
2023 Q2	$1.63M	Sell	10,912 -1,716	-14%	-$257K	0.14%	139
2023 Q1	$1.83M	Buy	12,628 +953	+8%	+$138K	0.16%	136
2022 Q4	$1.65M	Buy	11,675 +875	+8%	+$124K	0.16%	134
2022 Q3	$1.38M	Sell	10,800 -628	-5%	-$80K	0.15%	146
2022 Q2	$1.53M	Buy	11,428 +2,069	+22%	+$278K	0.13%	179
2022 Q1	$1.48M	Sell	9,359 -867	-8%	-$137K	0.16%	115
2021 Q4	$1.66M	Sell	10,226 -858	-8%	-$140K	0.18%	108
2021 Q3	$1.66M	Sell	11,084 -501	-4%	-$75.1K	0.2%	97
2021 Q2	$1.75M	Buy	11,585 +746	+7%	+$112K	0.22%	88
2021 Q1	$1.54M	Buy	10,839 +1,379	+15%	+$195K	0.22%	88
2020 Q4	$1.21M	Sell	9,460 -75	-0.8%	-$9.56K	0.19%	100
2020 Q3	$1.03M	Buy	9,535 +43	+0.5%	+$4.65K	0.25%	79
2020 Q2	$965K	Sell	9,492 -455	-5%	-$46.3K	0.32%	69
2020 Q1	$835K	Buy	9,947 +249	+3%	+$20.9K	0.37%	56
2019 Q4	$1.12M	Buy	9,698 +107	+1%	+$12.4K	0.54%	36
2019 Q3	$1.04M	Sell	9,591 -101	-1%	-$10.9K	0.49%	36
2019 Q2	$10.4K	Buy	9,692 +102	+1%	+$110	0.42%	38
2019 Q1	$1M	Buy	9,590 +320	+3%	+$33.4K	0.46%	44
2018 Q4	$847K	Sell	9,270 -31	-0.3%	-$2.83K	0.5%	47
2018 Q3	$993K	Buy	9,301 +156	+2%	+$16.7K	0.43%	41
2018 Q2	$932K	Buy	9,145 +369	+4%	+$37.6K	0.44%	37
2018 Q1	$854K	Buy	8,776 +182	+2%	+$17.7K	0.43%	46
2017 Q4	$821K	Hold	8,594	–	–	0.51%	44
2017 Q3	$821K	Sell	8,594 -223	-3%	-$21.3K	0.52%	42
2017 Q2	$817K	Sell	8,817 -91	-1%	-$8.43K	0.52%	37
2017 Q1	$809K	Buy	+8,908	New	+$809K	0.48%	47