Smith Shellnut Wilson’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 | $344K | Sell |
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|
2025
Q1 | $353K | Hold |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $648K | Sell |
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|
2024
Q2 | $623K | Sell |
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|
2024
Q1 | $672K | Hold |
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|
2023
Q4 | $626K | Sell |
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|
2023
Q3 | $570K | Hold |
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|
2023
Q2 | $602K | Hold |
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|
2023
Q1 | $582K | Hold |
|
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|
2022
Q4 | $568K | Hold |
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|
2022
Q3 | $512K | Sell |
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|
2022
Q2 | $573K | Hold |
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|
2022
Q1 | $673K | Sell |
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|
2021
Q4 | $721K | Hold |
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|
2021
Q3 | $664K | Hold |
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|
2021
Q2 | $668K | Hold |
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|
2021
Q1 | $627K | Sell |
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|
2020
Q4 | $819K | Sell |
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|
2020
Q3 | $705 | Sell |
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|
2020
Q2 | $667K | Hold |
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|
2020
Q1 | $551K | Sell |
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|
2019
Q4 | $907K | Sell |
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|
2019
Q3 | $861K | Hold |
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|
2019
Q2 | $859K | Hold |
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|
2019
Q1 | $832K | Hold |
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|
2018
Q4 | $729K | Sell |
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|
2018
Q3 | $855K | Buy |
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|
2018
Q1 | $745K | Buy |
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|
2017
Q4 | $649K | Buy |
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|
2017
Q3 | $614K | Sell |
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|
2017
Q2 | $1.27M | Buy |
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|
2017
Q1 | $455K | Sell |
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|
2016
Q4 | $689K | Buy |
|