Morton Capital 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 | $776K | Buy |
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|
2025
Q2 | $708K | Buy |
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|
2025
Q1 | $640K | Sell |
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|
2024
Q4 | $657K | Sell |
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|
2024
Q3 | $734K | Hold |
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|
2024
Q2 | $673K | Hold |
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|
2024
Q1 | $694K | Sell |
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|
2023
Q4 | $670K | Buy |
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|
2023
Q3 | $579K | Buy |
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|
2023
Q2 | $547K | Hold |
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|
2023
Q1 | $528K | Hold |
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|
2022
Q4 | $516K | Hold |
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|
2022
Q3 | $465K | Sell |
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|
2022
Q2 | $518K | Buy |
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|
2022
Q1 | $608K | Hold |
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|
2021
Q4 | $627K | Buy |
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