MIA
Milestone Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Sell |
27,553
-1,310
| -5% | -$238K | 1.31% | 25 |
|
|
2025
Q1 | $5M | Sell |
28,863
-251
| -0.9% | -$43.5K | 1.39% | 24 |
|
|
2024
Q4 | $5.1M | Sell |
29,114
-555
| -2% | -$97.3K | 1.39% | 22 |
|
|
2024
Q3 | $5.32M | Sell |
29,669
-314
| -1% | -$56.3K | 1.49% | 20 |
|
|
2024
Q2 | $4.93M | Hold |
29,983
| – | – | 1.31% | 22 |
|
|
2024
Q1 | $5.08M | Sell |
29,983
-305
| -1% | -$51.7K | 1.37% | 20 |
|
|
2023
Q4 | $4.78M | Sell |
30,288
-43
| -0.1% | -$6.79K | 1.39% | 21 |
|
|
2023
Q3 | $4.3M | Buy |
30,331
+2,974
| +11% | +$421K | 1.22% | 21 |
|
|
2023
Q2 | $4.09M | Sell |
27,357
-4,590
| -14% | -$687K | 1.27% | 21 |
|
|
2023
Q1 | $4.62M | Buy |
31,947
+767
| +2% | +$111K | 1.43% | 19 |
|
|
2022
Q4 | $4.4M | Buy |
+31,180
| New | +$4.4M | 1.54% | 20 |
|