Rockbridge Investment 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 | $1.31M | Hold |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.41M | Sell |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.33M | Sell |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.42M | Hold |
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|
2023
Q2 | $1.5M | Hold |
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|
2023
Q1 | $1.45M | Hold |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $935K | Hold |
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|
2022
Q2 | $986K | Hold |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $2.25M | Hold |
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|
2021
Q3 | $2.07M | Hold |
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|
2021
Q2 | $2.08M | Buy |
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|
2021
Q1 | $1.86M | Hold |
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|
2020
Q4 | $1.68M | Sell |
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|
2020
Q3 | $1.66M | Hold |
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|
2020
Q2 | $1.56M | Buy |
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