RFA
Resurgent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,223
| Closed | -$365K | – | 186 |
|
|
2024
Q2 | $365K | Sell |
2,223
-2,672
| -55% | -$439K | 0.23% | 124 |
|
|
2024
Q1 | $829K | Buy |
4,895
+2,016
| +70% | +$341K | 0.44% | 68 |
|
|
2023
Q4 | $454K | Sell |
2,879
-1,381
| -32% | -$218K | 0.28% | 93 |
|
|
2023
Q3 | $604K | Buy |
4,260
+229
| +6% | +$32.4K | 0.41% | 61 |
|
|
2023
Q2 | $603K | Sell |
4,031
-100
| -2% | -$15K | 0.4% | 65 |
|
|
2023
Q1 | $597K | Sell |
4,131
-822
| -17% | -$119K | 0.4% | 62 |
|
|
2022
Q4 | $700K | Buy |
4,953
+1,370
| +38% | +$194K | 0.37% | 62 |
|
|
2022
Q3 | $456K | Buy |
3,583
+738
| +26% | +$93.9K | 0.3% | 93 |
|
|
2022
Q2 | $382K | Buy |
+2,845
| New | +$382K | 0.24% | 110 |
|