One Charles Private Wealth Services’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

One Charles Private Wealth Services’s Portfolio RSPF Stock Details RSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$327K	Sell
2025 Q1	$315K	Hold
2024 Q4	$315K	Hold
2024 Q3	$300K	Hold
2024 Q2	$266K	Hold
2024 Q1	$279K	Hold
2023 Q4	$255K	Sell
2023 Q3	$224K	Hold
2023 Q2	$226K	Buy