Montz Harcus Wealth Management’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 | $654K | Buy |
3,600
+686
| +24% | +$125K | 0.32% | 37 |
|
|
2025
Q1 | $505K | Buy |
2,914
+14
| +0.5% | +$2.43K | 0.28% | 40 |
|
|
2024
Q4 | $508K | Buy |
2,900
+10
| +0.3% | +$1.75K | 0.28% | 39 |
|
|
2024
Q3 | $518K | Buy |
2,890
+11
| +0.4% | +$1.97K | 0.3% | 36 |
|
|
2024
Q2 | $473K | Buy |
2,879
+921
| +47% | +$151K | 0.31% | 36 |
|
|
2024
Q1 | $332K | Buy |
1,958
+8
| +0.4% | +$1.36K | 0.22% | 41 |
|
|
2023
Q4 | $308K | Buy |
1,950
+7
| +0.4% | +$1.11K | 0.24% | 38 |
|
|
2023
Q3 | $275K | Buy |
1,943
+9
| +0.5% | +$1.28K | 0.24% | 39 |
|
|
2023
Q2 | $289K | Buy |
1,934
+9
| +0.5% | +$1.35K | 0.24% | 40 |
|
|
2023
Q1 | $278K | Buy |
1,925
+9
| +0.5% | +$1.3K | 0.26% | 42 |
|
|
2022
Q4 | $271K | Buy |
1,916
+8
| +0.4% | +$1.13K | 0.27% | 43 |
|
|
2022
Q3 | $243K | Buy |
1,908
+9
| +0.5% | +$1.15K | 0.27% | 42 |
|
|
2022
Q2 | $255K | Buy |
1,899
+10
| +0.5% | +$1.34K | 0.27% | 44 |
|
|
2022
Q1 | $298K | Buy |
1,889
+8
| +0.4% | +$1.26K | 0.27% | 40 |
|
|
2021
Q4 | $306K | Buy |
+1,881
| New | +$306K | 0.27% | 36 |
|