Monograph Wealth Advisors’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
$448K Hold
2025
Q1
$427K Hold
2024
Q4
$432K Hold
2024
Q3
$442K Hold
2024
Q2
$405K Sell
2024
Q1
$626K Hold
2023
Q4
$583K Sell
2023
Q3
$565K Hold
2023
Q2
$597K Hold
2023
Q1
$577K Hold
2022
Q4
$564K Hold
2022
Q3
$508K Hold
2022
Q2
$536K Hold
2022
Q1
$629K Hold
2021
Q4
$649K Buy