Sanctuary Wealth Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $180K | Sell |
2,739
-275
| -9% | -$18.1K | 0.12% | 44 |
|
|
2024
Q3 | $207K | Hold |
3,014
| – | – | 0.15% | 40 |
|
|
2024
Q2 | $175K | Sell |
3,014
-16
| -0.5% | -$929 | 0.13% | 44 |
|
|
2024
Q1 | $171K | Sell |
3,030
-668
| -18% | -$37.8K | 0.14% | 44 |
|
|
2023
Q4 | $202K | Buy |
3,698
+1,486
| +67% | +$81.1K | 0.2% | 37 |
|
|
2023
Q3 | $111K | Buy |
2,212
+1,356
| +158% | +$68.2K | 0.12% | 48 |
|
|
2023
Q2 | $47.3K | Buy |
+856
| New | +$47.3K | 0.05% | 79 |
|