Modera Wealth 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
Q2 | $9.24M | Buy |
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|
2025
Q1 | $8.8M | Sell |
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|
2024
Q4 | $8.98M | Buy |
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|
2024
Q3 | $1M | Sell |
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|
2024
Q2 | $922K | Buy |
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|
2024
Q1 | $949K | Hold |
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|
2023
Q4 | $884K | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $937K | Sell |
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|
2022
Q4 | $980K | Buy |
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|
2022
Q3 | $647K | Sell |
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|
2022
Q2 | $781K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $826K | Buy |
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|
2021
Q2 | $654K | Buy |
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|
2021
Q1 | $457K | Buy |
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|
2020
Q4 | $359K | Buy |
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