Sanchez Wealth Management Group’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 Q1	–	Sell	-1,613	Closed	-$283K	–	50
2024 Q4	$283K	Buy	+1,613	New	+$292K	0.08%	42
2020 Q1	–	Sell	-91,507	Closed	-$10.6M	–	23
2019 Q4	$10.6M	Buy	91,507 +1,877	+2%	+$209K	7.67%	5
2019 Q3	$9.69M	Buy	89,630 +5,570	+7%	+$598K	7.99%	6
2019 Q2	$9.06M	Buy	84,060 +621	+0.7%	+$65.7K	7.81%	6
2019 Q1	$8.71M	Buy	83,439 +569	+0.7%	+$57.4K	7.78%	5
2018 Q4	$7.57M	Sell	82,870 -34,848	-30%	-$3.45M	8.36%	6
2018 Q3	$12.6M	Sell	117,718 -86,614	-42%	-$9.15M	12.89%	4
2018 Q2	$20.8M	Buy	204,332 +4,695	+2%	+$476K	19.71%	1
2018 Q1	$19.4M	Buy	199,637 +1,825	+0.9%	+$187K	19.61%	1
2017 Q4	$20.5M	Buy	+197,812	New	+$19.4M	21.13%	1