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Phoenix Wealth Advisors’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Phoenix Wealth Advisors’s Portfolio RSPH Stock Details RSPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,000
Closed -$30K – 309
2021
Q3 		$30K Hold
1,000
– – 0.02% 234
2021
Q2 		$30K Hold
1,000
– – 0.02% 224
2021
Q1 		$27K Hold
1,000
– – 0.02% 236
2020
Q4 		$26K Buy
+1,000
New +$24.9K 0.02% 238

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Bank of America
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Royal Bank of Canada
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LPL Financial
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PFM
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MCM
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Osaic Holdings
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SAS
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return