Schneider Downs Wealth Management Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $203K | Hold |
|
|||||
|
2022
Q1 | $239K | Hold |
|
|||||
|
2021
Q4 | $247K | Hold |
|
|||||
|
2021
Q3 | $227K | Hold |
|
|||||
|
2021
Q2 | $228K | Hold |
|
|||||
|
2021
Q1 | $215K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $358K | Hold |
|
|||||
|
2018
Q2 | $341K | Sell |
|
|||||
|
2018
Q1 | $358K | Sell |
|
|||||
|
2017
Q4 | $486K | Sell |
|
|||||
|
2017
Q3 | $490K | Sell |
|
|||||
|
2017
Q2 | $500K | Hold |
|
|||||
|
2017
Q1 | $490K | Buy |
|