Milestone Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
2,364
+68
| +3% | +$12.4K | 0.09% | 155 |
|
|
2025
Q1 | $398K | Sell |
2,296
-10,313
| -82% | -$1.79M | 0.08% | 161 |
|
|
2024
Q4 | $2.21M | Buy |
12,609
+2,072
| +20% | +$363K | 0.49% | 53 |
|
|
2024
Q3 | $1.89M | Buy |
10,537
+3,526
| +50% | +$632K | 0.42% | 50 |
|
|
2024
Q2 | $1.15M | Buy |
7,011
+618
| +10% | +$102K | 0.29% | 70 |
|
|
2024
Q1 | $1.08M | Buy |
+6,393
| New | +$1.08M | 0.31% | 73 |
|
|
2023
Q1 | – | Sell |
-12,567
| Closed | -$1.88M | – | 86 |
|
|
2022
Q4 | $1.88M | Buy |
+12,567
| New | +$1.88M | 1.12% | 16 |
|