Montag & Associates’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30K | Hold |
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|
2025
Q2 | $28.6K | Hold |
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|
2025
Q1 | $26.2K | Hold |
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|
2024
Q4 | $26.9K | Hold |
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|
2024
Q3 | $27.4K | Hold |
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|
2024
Q2 | $24.3K | Hold |
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|
2024
Q1 | $25.5K | Hold |
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|
2023
Q4 | $23.1K | Hold |
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|
2023
Q3 | $20.5K | Hold |
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|
2023
Q2 | $21.9K | Hold |
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|
2023
Q1 | $20.1K | Hold |
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|
2022
Q4 | $19.1K | Sell |
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|
2022
Q3 | $20K | Sell |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $37K | Hold |
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|
2021
Q4 | $38K | Hold |
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|
2021
Q3 | $35K | Buy |
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