SHGA
Sand Hill Global Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
1,726
-421,360
| -100% | -$76.6M | 0.01% | 168 |
|
|
2025
Q1 | $73.3M | Buy |
423,086
+8,775
| +2% | +$1.52M | 3.02% | 9 |
|
|
2024
Q4 | $72.6M | Buy |
+414,311
| New | +$72.6M | 3.07% | 9 |
|
|
2022
Q1 | – | Sell |
-1,231
| Closed | -$200K | – | 161 |
|
|
2021
Q4 | $200K | Buy |
+1,231
| New | +$200K | 0.01% | 157 |
|
|
2018
Q2 | – | Sell |
-3,673
| Closed | -$365K | – | 106 |
|
|
2018
Q1 | $365K | Sell |
3,673
-963
| -21% | -$95.7K | 0.35% | 59 |
|
|
2017
Q4 | $468K | Buy |
+4,636
| New | +$468K | 0.05% | 80 |
|