Mogy Joel R Investment Counsel’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
$225K Hold
1,240
0.01% 94
2025
Q1
$215K Sell
1,240
-590
-32% -$102K 0.01% 92
2024
Q4
$321K Hold
1,830
0.02% 89
2024
Q3
$328K Hold
1,830
0.02% 90
2024
Q2
$301K Hold
1,830
0.02% 87
2024
Q1
$310K Buy
+1,830
New +$310K 0.02% 90