Private Wealth Advisors (California)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Buy |
3,238
+704
| +28% | +$128K | 0.22% | 61 |
|
|
2025
Q1 | $439K | Buy |
2,534
+12
| +0.5% | +$2.08K | 0.16% | 64 |
|
|
2024
Q4 | $442K | Buy |
2,522
+341
| +16% | +$59.8K | 0.17% | 61 |
|
|
2024
Q3 | $389K | Buy |
2,181
+369
| +20% | +$65.8K | 0.15% | 61 |
|
|
2024
Q2 | $295K | Buy |
+1,812
| New | +$295K | 0.11% | 64 |
|
|
2024
Q1 | – | Sell |
-1,334
| Closed | -$211K | – | 77 |
|
|
2023
Q4 | $211K | Buy |
+1,334
| New | +$211K | 0.08% | 67 |
|