SFG
Snider Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-32,986
| Closed | -$9.1M | – | 63 |
|
|
2023
Q1 | $9.1M | Sell |
32,986
-2,321
| -7% | -$641K | 4.85% | 5 |
|
|
2022
Q4 | $8.58M | Sell |
35,307
-628
| -2% | -$153K | 4.74% | 5 |
|
|
2022
Q3 | $8.71M | Sell |
35,935
-107
| -0.3% | -$25.9K | 4.72% | 5 |
|
|
2022
Q2 | $8.52M | Buy |
36,042
+1,006
| +3% | +$238K | 4.64% | 6 |
|
|
2022
Q1 | $10.1M | Buy |
35,036
+2,122
| +6% | +$614K | 4.61% | 6 |
|
|
2021
Q4 | $10.7M | Buy |
32,914
+346
| +1% | +$113K | 4.55% | 7 |
|
|
2021
Q3 | $9.93M | Buy |
32,568
+1,634
| +5% | +$498K | 4.33% | 7 |
|
|
2021
Q2 | $8.86M | Buy |
+30,934
| New | +$8.86M | 4.17% | 8 |
|