SFMG Wealth Advisors’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
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|
2025
Q1 | $449K | Hold |
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|
2024
Q4 | $419K | Hold |
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|
2024
Q3 | $420K | Hold |
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|
2024
Q2 | $442K | Hold |
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|
2024
Q1 | $455K | Sell |
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|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $522K | Sell |
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|
2023
Q2 | $509K | Sell |
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|
2023
Q1 | $522K | Sell |
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|
2022
Q4 | $603K | Buy |
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