RDM
Retirement Design & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,927
| Closed | -$224K | – | 71 |
|
|
2015
Q4 | $224K | Sell |
2,927
-207
| -7% | -$15.8K | 0.13% | 68 |
|
|
2015
Q3 | $231K | Buy |
+3,134
| New | +$231K | 0.24% | 60 |
|
|
2015
Q2 | – | Sell |
-5,292
| Closed | -$432K | – | 73 |
|
|
2015
Q1 | $432K | Sell |
5,292
-325
| -6% | -$26.5K | 0.38% | 50 |
|
|
2014
Q4 | $450K | Buy |
+5,617
| New | +$450K | 0.34% | 51 |
|