Retirement Planning Company of New England’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
$660K Buy
3,631
+123
+4% +$22.4K 0.29% 99
2025
Q1
$608K Buy
3,508
+218
+7% +$37.8K 0.3% 104
2024
Q4
$577K Buy
3,290
+439
+15% +$76.9K 0.28% 107
2024
Q3
$511K Buy
2,851
+378
+15% +$67.7K 0.25% 116
2024
Q2
$406K Buy
2,473
+709
+40% +$116K 0.22% 131
2024
Q1
$299K Buy
1,764
+412
+30% +$69.8K 0.16% 165
2023
Q4
$213K Buy
+1,352
New +$213K 0.1% 207
2022
Q1
Sell
-210
Closed -$34K 730
2021
Q4
$34K Buy
+210
New +$34K 0.02% 463