SFP
Sandbox Financial Partners’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 | $1.1M | Sell |
6,034
-899
| -13% | -$163K | 0.35% | 45 |
|
|
2025
Q1 | $1.2M | Sell |
6,933
-514
| -7% | -$89K | 0.42% | 43 |
|
|
2024
Q4 | $1.3M | Sell |
7,447
-773
| -9% | -$135K | 0.44% | 41 |
|
|
2024
Q3 | $1.47M | Sell |
8,220
-47
| -0.6% | -$8.42K | 0.52% | 37 |
|
|
2024
Q2 | $1.36M | Buy |
8,267
+305
| +4% | +$50.1K | 0.52% | 36 |
|
|
2024
Q1 | $1.35M | Buy |
7,962
+1,744
| +28% | +$295K | 0.57% | 34 |
|
|
2023
Q4 | $981K | Sell |
6,218
-1,157
| -16% | -$183K | 0.46% | 36 |
|
|
2023
Q3 | $1.04M | Buy |
7,375
+3,118
| +73% | +$442K | 0.55% | 30 |
|
|
2023
Q2 | $637K | Buy |
4,257
+1,573
| +59% | +$235K | 0.33% | 44 |
|
|
2023
Q1 | $388K | Buy |
+2,684
| New | +$388K | 0.23% | 58 |
|
|
2022
Q2 | – | Sell |
-1,379
| Closed | -$217K | – | 96 |
|
|
2022
Q1 | $217K | Buy |
1,379
+1
| +0.1% | +$157 | 0.12% | 85 |
|
|
2021
Q4 | $224K | Buy |
+1,378
| New | +$224K | 0.14% | 85 |
|