Montz Harcus Wealth Management’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
Q3 | $560K | Sell |
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|
2025
Q2 | $654K | Buy |
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|
2025
Q1 | $505K | Buy |
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|
2024
Q4 | $508K | Buy |
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|
2024
Q3 | $518K | Buy |
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|
2024
Q2 | $473K | Buy |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | $289K | Buy |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q4 | $306K | Buy |
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