Pinnacle Family Advisors’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-36,655
| Closed | -$792K | – | 73 |
|
|
2018
Q2 | $792K | Sell |
36,655
-24,980
| -41% | -$540K | 0.42% | 45 |
|
|
2018
Q1 | $1.31M | Buy |
61,635
+15,415
| +33% | +$328K | 0.75% | 28 |
|
|
2017
Q4 | $1.04M | Buy |
46,220
+8,625
| +23% | +$194K | 0.48% | 38 |
|
|
2017
Q3 | $781K | Sell |
37,595
-17,980
| -32% | -$374K | 0.37% | 49 |
|
|
2017
Q2 | $1.09M | Buy |
+55,575
| New | +$1.09M | 0.61% | 36 |
|
|
2017
Q1 | – | Sell |
-43,850
| Closed | -$798K | – | 71 |
|
|
2016
Q4 | $798K | Buy |
+43,850
| New | +$798K | 0.49% | 43 |
|