Sequoia Financial Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $936K | Buy |
22,958
+6,550
| +40% | +$267K | 0.01% | 703 |
|
2025
Q1 | $561K | Hold |
16,408
| – | – | ﹤0.01% | 809 |
|
2024
Q4 | $614K | Hold |
16,408
| – | – | 0.01% | 732 |
|
2024
Q3 | $619K | Buy |
16,408
+6,900
| +73% | +$260K | 0.01% | 681 |
|
2024
Q2 | $349K | Buy |
9,508
+888
| +10% | +$32.6K | ﹤0.01% | 828 |
|
2024
Q1 | $303K | Buy |
+8,620
| New | +$303K | ﹤0.01% | 851 |
|