Phoenix 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 | $5.33M | Sell |
|
|||||
|
2025
Q2 | $5.52M | Buy |
|
|||||
|
2025
Q1 | $5.14M | Buy |
|
|||||
|
2024
Q4 | $4.24M | Buy |
|
|||||
|
2024
Q3 | $1.89M | Buy |
|
|||||
|
2024
Q2 | $1.73M | Buy |
|
|||||
|
2024
Q1 | $1.34M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $129K | Buy |
|
|||||
|
2021
Q2 | $84K | Hold |
|
|||||
|
2021
Q1 | $80K | Buy |
|
|||||
|
2020
Q4 | $46K | Buy |
|