PFA
Plotkin Financial 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 | – | Sell |
-1,209
| Closed | -$209K | – | 98 |
|
|
2025
Q1 | $209K | Hold |
1,209
| – | – | 0.13% | 85 |
|
|
2024
Q4 | $212K | Sell |
1,209
-511
| -30% | -$89.5K | 0.13% | 86 |
|
|
2024
Q3 | $308K | Buy |
1,720
+105
| +7% | +$18.8K | 0.18% | 71 |
|
|
2024
Q2 | $265K | Sell |
1,615
-189
| -10% | -$31K | 0.17% | 71 |
|
|
2024
Q1 | $306K | Buy |
1,804
+5
| +0.3% | +$847 | 0.2% | 68 |
|
|
2023
Q4 | $284K | Buy |
1,799
+5
| +0.3% | +$789 | 0.22% | 64 |
|
|
2023
Q3 | $254K | Buy |
1,794
+357
| +25% | +$50.6K | 0.22% | 61 |
|
|
2023
Q2 | $215K | Buy |
1,437
+4
| +0.3% | +$599 | 0.18% | 72 |
|
|
2023
Q1 | $207K | Buy |
+1,433
| New | +$207K | 0.19% | 69 |
|
|
2020
Q3 | – | Sell |
-3,215
| Closed | -$327K | – | 70 |
|
|
2020
Q2 | $327K | Sell |
3,215
-1,528
| -32% | -$155K | 0.28% | 43 |
|
|
2020
Q1 | $399K | Sell |
4,743
-399
| -8% | -$33.5K | 0.48% | 34 |
|
|
2019
Q4 | $595K | Buy |
+5,142
| New | +$595K | 0.55% | 35 |
|