Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $828K | Buy |
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|
2021
Q3 | $736K | Buy |
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|
2021
Q2 | $644K | Buy |
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|
2021
Q1 | $434K | Buy |
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|
2020
Q4 | $332K | Sell |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $548K | Sell |
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|
2020
Q1 | $480K | Sell |
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|
2019
Q4 | $1.01M | Buy |
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|
2019
Q3 | $940K | Buy |
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|
2019
Q2 | $924K | Buy |
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|
2019
Q1 | $889K | Sell |
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|
2018
Q4 | $839K | Buy |
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|
2018
Q3 | $696K | Buy |
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|
2018
Q2 | $696K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $456K | Sell |
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|
2017
Q3 | $497K | Sell |
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|
2017
Q2 | $555K | Buy |
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|
2017
Q1 | $529K | Sell |
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|
2016
Q4 | $511K | Buy |
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|
2016
Q3 | $418K | Buy |
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|
2016
Q2 | $383K | Sell |
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|
2016
Q1 | $684K | Sell |
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|
2015
Q4 | $802K | Buy |
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