Rothschild Capital 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
Q1 | – | Sell |
-19,959
| Closed | -$3.5M | – | 102 |
|
|
2024
Q4 | $3.5M | Sell |
19,959
-16,003
| -44% | -$2.8M | 0.85% | 26 |
|
|
2024
Q3 | $6.44M | Buy |
35,962
+7,344
| +26% | +$1.32M | 1.8% | 21 |
|
|
2024
Q2 | $4.7M | Sell |
28,618
-84,558
| -75% | -$13.9M | 1.34% | 21 |
|
|
2024
Q1 | $19.2M | Hold |
113,176
| – | – | 5.57% | 7 |
|
|
2023
Q4 | $17.9M | Buy |
+113,176
| New | +$17.9M | 5.63% | 4 |
|