Moulton Wealth 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 | – | Sell |
-3,567
| Closed | -$618K | – | 40 |
|
|
2025
Q1 | $618K | Sell |
3,567
-1,173
| -25% | -$203K | 0.47% | 29 |
|
|
2024
Q4 | $831K | Sell |
4,740
-644
| -12% | -$113K | 0.64% | 28 |
|
|
2024
Q3 | $961K | Sell |
5,384
-3,515
| -39% | -$628K | 0.8% | 25 |
|
|
2024
Q2 | $1.46M | Buy |
+8,899
| New | +$1.46M | 1.33% | 17 |
|
|
2022
Q3 | – | Sell |
-9,794
| Closed | -$1.55M | – | 16 |
|
|
2022
Q2 | $1.55M | Hold |
9,794
| – | – | 1.61% | 10 |
|
|
2022
Q1 | $1.55M | Sell |
9,794
-28,949
| -75% | -$4.58M | 1.61% | 10 |
|
|
2021
Q4 | $6.37M | Buy |
38,743
+3,337
| +9% | +$548K | 4.66% | 6 |
|
|
2021
Q3 | $5.38M | Buy |
35,406
+3,161
| +10% | +$480K | 4.01% | 9 |
|
|
2021
Q2 | $4.86M | Sell |
32,245
-9,104
| -22% | -$1.37M | 3.55% | 14 |
|
|
2021
Q1 | $5.98M | Sell |
41,349
-84,083
| -67% | -$12.2M | 4.51% | 12 |
|
|
2020
Q4 | $16.5M | Buy |
+125,432
| New | +$16.5M | 13.25% | 2 |
|