SHA
Seneca House Advisors’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 | $30.8M | Buy |
169,407
+28,810
| +20% | +$5.24M | 13.09% | 1 |
|
|
2025
Q1 | $24.4M | Sell |
140,597
-1,525
| -1% | -$264K | 10.37% | 1 |
|
|
2024
Q4 | $24.9M | Buy |
142,122
+22,204
| +19% | +$3.89M | 9.87% | 1 |
|
|
2024
Q3 | $21.5M | Buy |
119,918
+4,229
| +4% | +$758K | 9.05% | 1 |
|
|
2024
Q2 | $19M | Buy |
115,689
+17,997
| +18% | +$2.96M | 8.24% | 1 |
|
|
2024
Q1 | $16.5M | Buy |
97,692
+96,282
| +6,829% | +$16.3M | 7.19% | 1 |
|
|
2023
Q4 | $222K | Buy |
+1,410
| New | +$222K | 0.1% | 71 |
|