Mosaic Family Wealth Partners’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 | $1.08M | Buy |
5,957
+179
| +3% | +$32.5K | 0.14% | 76 |
|
|
2025
Q1 | $1M | Sell |
5,778
-145
| -2% | -$25.1K | 0.14% | 79 |
|
|
2024
Q4 | $1.04M | Buy |
5,923
+358
| +6% | +$62.7K | 0.15% | 74 |
|
|
2024
Q3 | $997K | Buy |
5,565
+81
| +1% | +$14.5K | 0.15% | 81 |
|
|
2024
Q2 | $901K | Buy |
5,484
+509
| +10% | +$83.6K | 0.14% | 84 |
|
|
2024
Q1 | $843K | Buy |
4,975
+172
| +4% | +$29.1K | 0.14% | 86 |
|
|
2023
Q4 | $758K | Sell |
4,803
-106
| -2% | -$16.7K | 0.13% | 90 |
|
|
2023
Q3 | $696K | Sell |
4,909
-347
| -7% | -$49.2K | 0.14% | 87 |
|
|
2023
Q2 | $787K | Buy |
5,256
+476
| +10% | +$71.2K | 0.15% | 85 |
|
|
2023
Q1 | $691K | Buy |
4,780
+159
| +3% | +$23K | 0.14% | 86 |
|
|
2022
Q4 | $653K | Buy |
+4,621
| New | +$653K | 0.18% | 82 |
|