Schechter Investment Advisors’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $208K | Hold |
6,548
| – | – | 0.02% | 548 |
|
|
2024
Q4 | $213K | Hold |
6,548
| – | – | 0.02% | 561 |
|
|
2024
Q3 | $245K | Hold |
6,548
| – | – | 0.02% | 541 |
|
|
2024
Q2 | $226K | Hold |
6,548
| – | – | 0.02% | 535 |
|
|
2024
Q1 | $238K | Sell |
6,548
-5,912
| -47% | -$215K | 0.02% | 542 |
|
|
2023
Q4 | $419K | Hold |
12,460
| – | – | 0.04% | 389 |
|
|
2023
Q3 | $387K | Hold |
12,460
| – | – | 0.04% | 394 |
|
|
2023
Q2 | $404K | Sell |
12,460
-1,500
| -11% | -$48.7K | 0.04% | 423 |
|
|
2023
Q1 | $454K | Buy |
+13,960
| New | +$454K | 0.04% | 434 |
|