One Charles Private Wealth Services’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Hold |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $348K | Hold |
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|
2024
Q3 | $355K | Hold |
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|
2024
Q2 | $314K | Hold |
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|
2024
Q1 | $330K | Hold |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $265K | Hold |
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|
2023
Q2 | $283K | Sell |
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|
2023
Q1 | $285K | Sell |
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|
2022
Q4 | $295K | Hold |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $264K | Sell |
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|
2022
Q1 | $521K | Buy |
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