OPWM
Oxinas Partners Wealth Management’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Sell |
21,364
-773
| -3% | -$27.1K | 0.38% | 64 |
|
|
2025
Q1 | $791K | Sell |
22,137
-3,323
| -13% | -$119K | 0.47% | 57 |
|
|
2024
Q4 | $896K | Sell |
25,460
-10,473
| -29% | -$368K | 0.53% | 47 |
|
|
2024
Q3 | $1.37M | Sell |
35,933
-31,032
| -46% | -$1.18M | 0.84% | 35 |
|
|
2024
Q2 | $2.19M | Sell |
66,965
-23,874
| -26% | -$781K | 1.46% | 19 |
|
|
2024
Q1 | $2.99M | Sell |
90,839
-7,752
| -8% | -$255K | 1.94% | 13 |
|
|
2023
Q4 | $3.28M | Sell |
98,591
-3,709
| -4% | -$123K | 2.33% | 11 |
|
|
2023
Q3 | $2.93M | Sell |
102,300
-3,973
| -4% | -$114K | 2.18% | 14 |
|
|
2023
Q2 | $3.32M | Sell |
106,273
-22,506
| -17% | -$704K | 2.18% | 13 |
|
|
2023
Q1 | $3.95M | Sell |
128,779
-1,351
| -1% | -$41.4K | 2.85% | 9 |
|
|
2022
Q4 | $4M | Sell |
130,130
-6,848
| -5% | -$211K | 3.38% | 7 |
|
|
2022
Q3 | $4.1M | Sell |
136,978
-45,691
| -25% | -$1.37M | 3.39% | 8 |
|
|
2022
Q2 | $6.1M | Sell |
182,669
-10,799
| -6% | -$361K | 4.63% | 3 |
|
|
2022
Q1 | $7.84M | Buy |
193,468
+11,863
| +7% | +$481K | 4.91% | 2 |
|
|
2021
Q4 | $7.67M | Buy |
181,605
+28,099
| +18% | +$1.19M | 4.38% | 3 |
|
|
2021
Q3 | $5.65M | Buy |
153,506
+59,155
| +63% | +$2.18M | 3.28% | 5 |
|
|
2021
Q2 | $3.42M | Sell |
94,351
-11,048
| -10% | -$400K | 1.96% | 13 |
|
|
2021
Q1 | $3.43M | Buy |
105,399
+36,972
| +54% | +$1.2M | 2.18% | 12 |
|
|
2020
Q4 | $1.99M | Buy |
+68,427
| New | +$1.99M | 1.48% | 19 |
|