SFMG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $430K | Buy |
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|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $482K | Buy |
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|
2024
Q1 | $436K | Sell |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $410K | Buy |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $369K | Sell |
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $388K | Sell |
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|
2022
Q2 | $507K | Sell |
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|
2022
Q1 | $6.16M | Sell |
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|
2021
Q4 | $8.69M | Sell |
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|
2021
Q3 | $13.4M | Sell |
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|
2021
Q2 | $16.4M | Sell |
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|
2021
Q1 | $20.3M | Buy |
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|
2020
Q4 | $1.78M | Sell |
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|
2020
Q3 | $1.57M | Hold |
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|
2020
Q2 | $1.48M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.52M | Buy |
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|
2017
Q3 | $2.31M | Sell |
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|
2017
Q2 | $2.29M | Hold |
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|
2017
Q1 | $2.25M | Sell |
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|
2016
Q4 | $2.15M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.67M | Sell |
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|
2015
Q3 | $1.9M | Hold |
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|
2015
Q2 | $2.06M | Sell |
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|
2015
Q1 | $4.45M | Buy |
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|
2014
Q4 | $1.91M | Buy |
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|
2014
Q3 | $1.73M | Hold |
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|
2014
Q2 | $1.75M | Hold |
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|
2014
Q1 | $1.67M | Sell |
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|
2013
Q4 | $1.64M | Hold |
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|
2013
Q3 | $1.5M | Buy |
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