MA
Mutual Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.62M | Sell |
24,583
-271
| -1% | -$50.9K | 0.12% | 181 |
|
2025
Q1 | $4.16M | Sell |
24,854
-19,133
| -43% | -$3.2M | 0.12% | 172 |
|
2024
Q4 | $7.88M | Buy |
43,987
+13,417
| +44% | +$2.4M | 0.23% | 84 |
|
2024
Q3 | $5.47M | Buy |
30,570
+37
| +0.1% | +$6.62K | 0.16% | 121 |
|
2024
Q2 | $5.19M | Buy |
30,533
+7,184
| +31% | +$1.22M | 0.16% | 136 |
|
2024
Q1 | $3.95M | Sell |
23,349
-38,867
| -62% | -$6.58M | 0.13% | 153 |
|
2023
Q4 | $9.82M | Buy |
62,216
+19,848
| +47% | +$3.13M | 0.34% | 50 |
|
2023
Q3 | $6M | Buy |
42,368
+20,211
| +91% | +$2.86M | 0.23% | 83 |
|
2023
Q2 | $3.32M | Sell |
22,157
-1,895
| -8% | -$284K | 0.13% | 165 |
|
2023
Q1 | $3.48M | Buy |
24,052
+20,195
| +524% | +$2.92M | 0.14% | 151 |
|
2022
Q4 | $545K | Buy |
3,857
+1,413
| +58% | +$200K | 0.02% | 562 |
|
2022
Q3 | $311K | Buy |
2,444
+222
| +10% | +$28.3K | 0.02% | 704 |
|
2022
Q2 | $298K | Buy |
2,222
+178
| +9% | +$23.9K | 0.02% | 675 |
|
2022
Q1 | $322K | Buy |
2,044
+310
| +18% | +$48.8K | 0.02% | 694 |
|
2021
Q4 | $282K | Sell |
1,734
-258
| -13% | -$42K | 0.01% | 755 |
|
2021
Q3 | $298K | Sell |
1,992
-29,889
| -94% | -$4.47M | 0.02% | 713 |
|
2021
Q2 | $4.81M | Buy |
31,881
+30,370
| +2,010% | +$4.58M | 0.28% | 80 |
|
2021
Q1 | $214K | Buy |
+1,511
| New | +$214K | 0.01% | 715 |
|