Pacific Capital 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
Q3 | $2.19M | Sell |
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|
2025
Q2 | $2.41M | Hold |
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|
2025
Q1 | $2.27M | Sell |
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|
2024
Q4 | $2.44M | Sell |
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|
2024
Q3 | $2.61M | Sell |
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|
2024
Q2 | $2.44M | Sell |
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2024
Q1 | $2.65M | Buy |
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|
2023
Q4 | $2.42M | Sell |
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|
2023
Q3 | $2.32M | Sell |
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|
2023
Q2 | $9.86M | Sell |
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|
2023
Q1 | $12.2M | Buy |
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|
2022
Q4 | $11.9M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $58K | Buy |
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