Northwest Financial Advisors’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,347
Closed -$180K 445
2024
Q3
$180K Buy
+2,347
New +$180K 0.14% 108
2024
Q1
Sell
-2,347
Closed -$173K 429
2023
Q4
$173K Buy
+2,347
New +$173K 0.15% 97