NFP Retirement Inc’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 | $914K | Sell |
5,030
-8
| -0.2% | -$1.45K | 0.06% | 145 |
|
|
2025
Q1 | $873K | Buy |
5,038
+309
| +7% | +$53.5K | 0.07% | 129 |
|
|
2024
Q4 | $829K | Sell |
4,729
-19
| -0.4% | -$3.33K | 0.07% | 138 |
|
|
2024
Q3 | $851K | Sell |
4,748
-100
| -2% | -$17.9K | 0.07% | 134 |
|
|
2024
Q2 | $796K | Sell |
4,848
-139
| -3% | -$22.8K | 0.07% | 138 |
|
|
2024
Q1 | $845K | Sell |
4,987
-600
| -11% | -$102K | 0.07% | 128 |
|
|
2023
Q4 | $882K | Buy |
5,587
+801
| +17% | +$126K | 0.15% | 105 |
|
|
2023
Q3 | $678K | Hold |
4,786
| – | – | 0.13% | 118 |
|
|
2023
Q2 | $716K | Sell |
4,786
-50
| -1% | -$7.48K | 0.13% | 115 |
|
|
2023
Q1 | $699K | Sell |
4,836
-175
| -3% | -$25.3K | 0.14% | 122 |
|
|
2022
Q4 | $708K | Hold |
5,011
| – | – | 0.16% | 115 |
|
|
2022
Q3 | $638K | Sell |
5,011
-1,240
| -20% | -$158K | 0.16% | 112 |
|
|
2022
Q2 | $839K | Sell |
6,251
-100
| -2% | -$13.4K | 0.21% | 89 |
|
|
2022
Q1 | $1M | Buy |
+6,351
| New | +$1M | 0.24% | 83 |
|