Meritage Portfolio Management’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 | $318K | Buy |
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|
2025
Q2 | $290K | Buy |
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|
2025
Q1 | $275K | Buy |
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|
2024
Q4 | $233K | Sell |
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|
2024
Q3 | $246K | Buy |
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|
2024
Q2 | $226K | Hold |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $218K | Sell |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $264K | Buy |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $404K | Buy |
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|
2021
Q4 | $417K | Buy |
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|
2021
Q3 | $381K | Buy |
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|
2021
Q2 | $287K | Buy |
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|
2021
Q1 | $270K | Hold |
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|
2020
Q4 | $243K | Buy |
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|
2020
Q3 | $206K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $234K | Hold |
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|
2014
Q4 | $232K | Sell |
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|
2014
Q3 | $275K | Sell |
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|
2014
Q2 | $355K | Sell |
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|
2014
Q1 | $378K | Sell |
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|
2013
Q4 | $468K | Buy |
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|
2013
Q3 | $421K | Sell |
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|
2013
Q2 | $401K | Buy |
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