Ropes Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $469K | Buy |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $369K | Buy |
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|
2022
Q4 | $304K | Hold |
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|
2022
Q3 | $274K | Hold |
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $339K | Hold |
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|
2021
Q4 | $350K | Hold |
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|
2021
Q3 | $322K | Hold |
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|
2021
Q2 | $324K | Hold |
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|
2021
Q1 | $321K | Hold |
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|
2020
Q4 | $274K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $444K | Hold |
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|
2019
Q2 | $443K | Sell |
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|
2019
Q1 | $495K | Buy |
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|
2018
Q4 | $376K | Hold |
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|
2018
Q3 | $439K | Hold |
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|
2018
Q2 | $419K | Hold |
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|
2018
Q1 | $409K | Hold |
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|
2017
Q4 | $415K | Hold |
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|
2017
Q3 | $393K | Hold |
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|
2017
Q2 | $381K | Sell |
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|
2017
Q1 | $381K | Buy |
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|
2016
Q4 | $356K | Hold |
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|
2016
Q3 | $344K | Hold |
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|
2016
Q2 | $330K | Buy |
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