Octavia Wealth Advisors’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 | $207K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $204K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $310K | Hold |
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|
2023
Q2 | $328K | Sell |
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|
2023
Q1 | $329K | Hold |
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|
2022
Q4 | $321K | Hold |
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|
2022
Q3 | $290K | Hold |
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|
2022
Q2 | $303K | Sell |
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|
2022
Q1 | $436K | Sell |
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|
2021
Q4 | $477K | Buy |
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|
2021
Q3 | $420K | Sell |
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|
2021
Q2 | $448K | Sell |
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|
2021
Q1 | $462K | Hold |
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|
2020
Q4 | $416K | Buy |
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