MorganRosel 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
Q2 | $746K | Hold |
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|
2025
Q1 | $711K | Sell |
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|
2024
Q4 | $779K | Hold |
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|
2024
Q3 | $796K | Hold |
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|
2024
Q2 | $730K | Sell |
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|
2024
Q1 | $753K | Buy |
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|
2023
Q4 | $701K | Buy |
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|
2023
Q3 | $588K | Sell |
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|
2023
Q2 | $630K | Hold |
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|
2023
Q1 | $609K | Sell |
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|
2022
Q4 | $640K | Buy |
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|
2022
Q3 | $280K | Sell |
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|
2022
Q2 | $2.81M | Buy |
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