SHFP
Second Half 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 | $1.44M | Buy |
7,949
+1,265
| +19% | +$230K | 0.68% | 21 |
|
|
2025
Q1 | $1.16M | Buy |
6,684
+12
| +0.2% | +$2.08K | 0.57% | 26 |
|
|
2024
Q4 | $1.17M | Sell |
6,672
-53
| -0.8% | -$9.29K | 0.57% | 33 |
|
|
2024
Q3 | $1.2M | Buy |
6,725
+2,163
| +47% | +$388K | 0.64% | 38 |
|
|
2024
Q2 | $749K | Buy |
4,562
+22
| +0.5% | +$3.61K | 0.6% | 19 |
|
|
2024
Q1 | $769K | Buy |
4,540
+3
| +0.1% | +$508 | 0.34% | 37 |
|
|
2023
Q4 | $716K | Hold |
4,537
| – | – | 0.35% | 28 |
|
|
2023
Q3 | $643K | Sell |
4,537
-527
| -10% | -$74.7K | 0.32% | 22 |
|
|
2023
Q2 | $758K | Sell |
5,064
-212
| -4% | -$31.7K | 0.17% | 91 |
|
|
2023
Q1 | $763K | Sell |
5,276
-101
| -2% | -$14.6K | 0.45% | 18 |
|
|
2022
Q4 | $816K | Sell |
5,377
-50
| -0.9% | -$7.59K | 0.53% | 22 |
|
|
2022
Q3 | $691K | Sell |
5,427
-260
| -5% | -$33.1K | 0.86% | 19 |
|
|
2022
Q2 | $806K | Hold |
5,687
| – | – | 0.62% | 36 |
|
|
2022
Q1 | $806K | Buy |
+5,687
| New | +$806K | 0.62% | 36 |
|