Root Financial Partners’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 | $1.78M | Buy |
9,793
+38
| +0.4% | +$6.91K | 0.17% | 46 |
|
|
2025
Q1 | $1.69M | Sell |
9,755
-137
| -1% | -$23.7K | 0.18% | 42 |
|
|
2024
Q4 | $1.73M | Buy |
9,892
+653
| +7% | +$114K | 0.21% | 39 |
|
|
2024
Q3 | $1.66M | Sell |
9,239
-187
| -2% | -$33.5K | 0.26% | 36 |
|
|
2024
Q2 | $1.55M | Sell |
9,426
-136
| -1% | -$22.3K | 0.36% | 27 |
|
|
2024
Q1 | $1.62M | Buy |
9,562
+1,688
| +21% | +$286K | 0.48% | 26 |
|
|
2023
Q4 | $1.24M | Buy |
+7,874
| New | +$1.24M | 0.47% | 26 |
|