MYCIO Wealth Partners’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
Q2 | $894K | Buy |
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2025
Q1 | $849K | Buy |
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|
2024
Q4 | $856K | Buy |
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|
2024
Q3 | $872K | Sell |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.57M | Buy |
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|
2023
Q4 | $761K | Buy |
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|
2023
Q3 | $681K | Buy |
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|
2023
Q2 | $717K | Buy |
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|
2023
Q1 | $690K | Buy |
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|
2022
Q4 | $671K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.21M | Buy |
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|
2019
Q3 | $3.26M | Buy |
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|
2019
Q2 | $3.24M | Buy |
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|
2019
Q1 | $3.08M | Sell |
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|
2018
Q4 | $6.51M | Buy |
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|
2018
Q3 | $2.09M | Buy |
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|
2018
Q2 | $1.99M | Buy |
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|
2018
Q1 | $256K | Buy |
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|
2017
Q4 | $260K | Hold |
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|
2017
Q3 | $246K | Sell |
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|
2017
Q2 | $257K | Hold |
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|
2017
Q1 | $252K | Hold |
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|
2016
Q4 | $240K | Buy |
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|
2016
Q3 | $201K | Hold |
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|
2016
Q2 | $193K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $74K | Hold |
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|
2015
Q2 | $80K | Hold |
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|
2015
Q1 | $81K | Hold |
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|
2014
Q4 | $80K | Hold |
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|
2014
Q3 | $76K | Hold |
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|
2014
Q2 | $77K | Hold |
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|
2014
Q1 | $73K | Buy |
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