Montag & Caldwell’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 | $1.33M | Hold |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $944K | Sell |
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|
2024
Q3 | $972K | Sell |
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|
2024
Q2 | $897K | Buy |
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|
2024
Q1 | $661K | Buy |
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|
2023
Q4 | $519K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $326K | Sell |
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|
2022
Q4 | $509K | Hold |
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|
2022
Q3 | $458K | Buy |
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|
2022
Q2 | $477K | Buy |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $248K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $266K | Hold |
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|
2021
Q1 | $250K | Hold |
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|
2020
Q4 | $225K | Buy |
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