Northwest Financial Advisors’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 | $929K | Sell |
5,112
-249
| -5% | -$45.3K | 1.3% | 21 |
|
|
2025
Q1 | $929K | Buy |
5,361
+14
| +0.3% | +$2.43K | 0.77% | 33 |
|
|
2024
Q4 | $937K | Buy |
5,347
+262
| +5% | +$45.9K | 0.77% | 32 |
|
|
2024
Q3 | $911K | Buy |
5,085
+1,035
| +26% | +$185K | 0.73% | 29 |
|
|
2024
Q2 | $665K | Buy |
4,050
+14
| +0.3% | +$2.3K | 0.68% | 35 |
|
|
2024
Q1 | $683K | Buy |
4,036
+640
| +19% | +$108K | 0.75% | 32 |
|
|
2023
Q4 | $536K | Buy |
+3,396
| New | +$536K | 0.46% | 42 |
|