RMAM
Raab & Moskowitz Asset Management’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 | $10.5M | Sell |
57,524
-1,704
| -3% | -$310K | 2.49% | 8 |
|
2025
Q1 | $10.3M | Sell |
59,228
-975
| -2% | -$169K | 2.58% | 8 |
|
2024
Q4 | $10.5M | Buy |
60,203
+7,667
| +15% | +$1.34M | 2.59% | 8 |
|
2024
Q3 | $9.41M | Buy |
52,536
+3,335
| +7% | +$598K | 2.38% | 9 |
|
2024
Q2 | $8.08M | Buy |
49,201
+5,681
| +13% | +$933K | 2.2% | 9 |
|
2024
Q1 | $7.37M | Buy |
43,520
+18,428
| +73% | +$3.12M | 2.06% | 9 |
|
2023
Q4 | $3.96M | Buy |
25,092
+954
| +4% | +$151K | 1.25% | 22 |
|
2023
Q3 | $3.42M | Buy |
24,138
+405
| +2% | +$57.4K | 1.21% | 23 |
|
2023
Q2 | $3.55M | Sell |
23,733
-251
| -1% | -$37.6K | 1.21% | 23 |
|
2023
Q1 | $3.47M | Buy |
23,984
+1,192
| +5% | +$172K | 1.27% | 23 |
|
2022
Q4 | $3.22M | Sell |
22,792
-365
| -2% | -$51.6K | 1.22% | 22 |
|
2022
Q3 | $2.95M | Sell |
23,157
-2,292
| -9% | -$292K | 1.24% | 24 |
|
2022
Q2 | $3.42M | Buy |
25,449
+1,290
| +5% | +$173K | 1.34% | 21 |
|
2022
Q1 | $3.81M | Sell |
24,159
-7
| -0% | -$1.1K | 1.31% | 22 |
|
2021
Q4 | $3.93M | Buy |
24,166
+1,725
| +8% | +$281K | 1.29% | 20 |
|
2021
Q3 | $3.36M | Buy |
22,441
+565
| +3% | +$84.6K | 1.21% | 22 |
|
2021
Q2 | $3.3M | Buy |
21,876
+2,471
| +13% | +$372K | 1.21% | 23 |
|
2021
Q1 | $2.75M | Buy |
19,405
+8,800
| +83% | +$1.25M | 1.07% | 28 |
|
2020
Q4 | $1.35M | Buy |
+10,605
| New | +$1.35M | 0.55% | 59 |
|