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 |
|