Morton Capital 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 | $708K | Buy |
3,895
+200
| +5% | +$36.3K | 0.13% | 54 |
|
|
2025
Q1 | $640K | Sell |
3,695
-57
| -2% | -$9.87K | 0.12% | 58 |
|
|
2024
Q4 | $657K | Sell |
3,752
-345
| -8% | -$60.5K | 0.12% | 56 |
|
|
2024
Q3 | $734K | Hold |
4,097
| – | – | 0.14% | 50 |
|
|
2024
Q2 | $673K | Hold |
4,097
| – | – | 0.16% | 50 |
|
|
2024
Q1 | $694K | Sell |
4,097
-146
| -3% | -$24.7K | 0.19% | 50 |
|
|
2023
Q4 | $670K | Buy |
4,243
+158
| +4% | +$24.9K | 0.2% | 47 |
|
|
2023
Q3 | $579K | Buy |
4,085
+431
| +12% | +$61.1K | 0.21% | 46 |
|
|
2023
Q2 | $547K | Hold |
3,654
| – | – | 0.19% | 49 |
|
|
2023
Q1 | $528K | Hold |
3,654
| – | – | 0.19% | 51 |
|
|
2022
Q4 | $516K | Hold |
3,654
| – | – | 0.2% | 45 |
|
|
2022
Q3 | $465K | Sell |
3,654
-202
| -5% | -$25.7K | 0.21% | 47 |
|
|
2022
Q2 | $518K | Buy |
3,856
+1
| +0% | +$134 | 0.23% | 45 |
|
|
2022
Q1 | $608K | Hold |
3,855
| – | – | 0.25% | 40 |
|
|
2021
Q4 | $627K | Buy |
+3,855
| New | +$627K | 0.25% | 41 |
|