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Sequent Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sequent Planning’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,052
Closed -$368K – 152
2024
Q3 		$368K Sell
2,052
-658
-24% -$118K 0.13% 106
2024
Q2 		$442K Buy
2,710
+887
+49% +$145K 0.15% 93
2024
Q1 		$309K Buy
+1,823
New +$309K 0.11% 113