PIA
Panoramic Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Hold |
3,748
| – | – | 0.42% | 51 |
|
|
2025
Q1 | $649K | Hold |
3,748
| – | – | 0.44% | 55 |
|
|
2024
Q4 | $657K | Buy |
3,748
+311
| +9% | +$54.5K | 0.43% | 54 |
|
|
2024
Q3 | $616K | Buy |
+3,437
| New | +$616K | 0.43% | 55 |
|
|
2024
Q1 | $544K | Buy |
3,210
+535
| +20% | +$90.6K | 0.4% | 57 |
|
|
2023
Q4 | $422K | Buy |
2,675
+825
| +45% | +$130K | 0.36% | 63 |
|
|
2023
Q3 | $262K | Buy |
+1,850
| New | +$262K | 0.24% | 83 |
|