Robertson Stephens Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1M | Sell |
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|
2025
Q1 | $27.4M | Sell |
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|
2024
Q4 | $37.3M | Sell |
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|
2024
Q3 | $44.9M | Buy |
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|
2024
Q2 | $17.4M | Buy |
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|
2024
Q1 | $17.3M | Buy |
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|
2023
Q4 | $12.3M | Buy |
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|
2023
Q3 | $9.87M | Buy |
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|
2023
Q2 | $7.96M | Buy |
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|
2023
Q1 | $1.62M | Buy |
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|
2022
Q4 | $362K | Sell |
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|
2022
Q3 | $413K | Sell |
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|
2022
Q2 | $485K | Sell |
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|
2022
Q1 | $980K | Buy |
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|
2021
Q4 | $839K | Buy |
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|
2021
Q3 | $759K | Buy |
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|
2021
Q2 | $761K | Buy |
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|
2021
Q1 | $323K | Sell |
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|
2020
Q4 | $388K | Buy |
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