Paces Ferry 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 | $5.22M | Buy |
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|
2025
Q1 | $4.53M | Buy |
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|
2024
Q4 | $4.37M | Buy |
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|
2024
Q3 | $3.77M | Buy |
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|
2024
Q2 | $3.18M | Buy |
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|
2024
Q1 | $3.14M | Buy |
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|
2023
Q4 | $2.64M | Buy |
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|
2023
Q3 | $2.2M | Sell |
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|
2023
Q2 | $2.36M | Buy |
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|
2023
Q1 | $2.08M | Buy |
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|
2022
Q4 | $670K | Buy |
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|
2022
Q3 | $601K | Buy |
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|
2022
Q2 | $629K | Buy |
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|
2022
Q1 | $736K | Buy |
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|
2021
Q4 | $758K | Sell |
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|
2021
Q3 | $738K | Sell |
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|
2021
Q2 | $756K | Buy |
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|
2021
Q1 | $691K | Sell |
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|
2020
Q4 | $630K | Sell |
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|
2020
Q3 | $534K | Buy |
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