Morton Brown Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-81
| Closed | -$13.7K | – | 230 |
|
|
2024
Q1 | $13.7K | Buy |
+81
| New | +$13.7K | 0.01% | 139 |
|
|
2023
Q2 | – | Sell |
-65
| Closed | -$9.4K | – | 268 |
|
|
2023
Q1 | $9.4K | Buy |
+65
| New | +$9.4K | 0.01% | 133 |
|
|
2022
Q3 | – | Sell |
-12
| Closed | -$2K | – | 314 |
|
|
2022
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 202 |
|