PSA
Plum Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,541
| Closed | -$455K | – | 89 |
|
|
2024
Q3 | $455K | Sell |
2,541
-288
| -10% | -$51.6K | 0.23% | 62 |
|
|
2024
Q2 | $465K | Buy |
2,829
+288
| +11% | +$47.3K | 0.27% | 51 |
|
|
2024
Q1 | $455K | Sell |
2,541
-1,279
| -33% | -$229K | 0.23% | 62 |
|
|
2023
Q4 | $603K | Buy |
+3,820
| New | +$603K | 0.4% | 43 |
|