MAP
Milestone Advisory Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-73,979
| Closed | -$8.56M | – | 55 |
|
|
2019
Q4 | $8.56M | Buy |
73,979
+793
| +1% | +$91.8K | 4.5% | 5 |
|
|
2019
Q3 | $7.91M | Buy |
73,186
+20,650
| +39% | +$2.23M | 4.46% | 5 |
|
|
2019
Q2 | $5.66M | Buy |
52,536
+791
| +2% | +$85.3K | 3.45% | 6 |
|
|
2019
Q1 | $5.4M | Buy |
51,745
+4,123
| +9% | +$431K | 3.49% | 6 |
|
|
2018
Q4 | $4.32M | Sell |
47,622
-25,217
| -35% | -$2.29M | 3.74% | 6 |
|
|
2018
Q3 | $7.78M | Sell |
72,839
-753
| -1% | -$80.4K | 5.52% | 5 |
|
|
2018
Q2 | $7.5M | Buy |
73,592
+3,290
| +5% | +$335K | 5.58% | 6 |
|
|
2018
Q1 | $6.99M | Sell |
70,302
-2,843
| -4% | -$283K | 5.23% | 7 |
|
|
2017
Q4 | $7.39M | Buy |
+73,145
| New | +$7.39M | 5.54% | 4 |
|