Sanders Morris Harris’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
Q2
Sell
-10,804
Closed -$1.87M 280
2025
Q1
$1.87M Sell
10,804
-35,916
-77% -$6.23M 0.29% 52
2024
Q4
$8.19M Buy
46,720
+35,414
+313% +$6.21M 1.22% 11
2024
Q3
$2.03M Sell
11,306
-27,963
-71% -$5.01M 0.34% 46
2024
Q2
$6.45M Buy
39,269
+28,192
+255% +$4.63M 1.06% 15
2024
Q1
$6.67M Sell
11,077
-20,953
-65% -$12.6M 1.23% 13
2023
Q4
$5.03M Buy
32,030
+22,544
+238% +$3.54M 2.47% 5
2023
Q3
$1.33M Hold
9,486
0.27% 51
2023
Q2
$1.42M Buy
+9,486
New +$1.42M 0.32% 42