Patriot Financial Group Insurance Agency’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-690
| Closed | -$20K | – | 2150 |
|
|
2022
Q1 | $20K | Sell |
690
-660
| -49% | -$19.1K | ﹤0.01% | 1096 |
|
|
2021
Q4 | $44K | Sell |
1,350
-1,050
| -44% | -$34.2K | 0.01% | 928 |
|
|
2021
Q3 | $69K | Buy |
2,400
+350
| +17% | +$10.1K | 0.01% | 756 |
|
|
2021
Q2 | $59K | Hold |
2,050
| – | – | 0.01% | 793 |
|
|
2021
Q1 | $55K | Hold |
2,050
| – | – | 0.01% | 738 |
|
|
2020
Q4 | $52K | Buy |
2,050
+1,260
| +159% | +$32K | 0.01% | 678 |
|
|
2020
Q3 | $17K | Buy |
+790
| New | +$17K | 0.01% | 866 |
|
|
2019
Q2 | – | Sell |
-70
| Closed | -$1K | – | 1468 |
|
|
2019
Q1 | $1K | Hold |
70
| – | – | ﹤0.01% | 1161 |
|
|
2018
Q4 | $1K | Hold |
70
| – | – | ﹤0.01% | 941 |
|
|
2018
Q3 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 937 |
|