SOA Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.1K | Hold |
303
| – | – | 0.01% | 355 |
|
|
2025
Q1 | $52.5K | Hold |
303
| – | – | 0.01% | 336 |
|
|
2024
Q4 | $53.1K | Hold |
303
| – | – | 0.01% | 323 |
|
|
2024
Q3 | $54.3K | Hold |
303
| – | – | 0.01% | 311 |
|
|
2024
Q2 | $49.8K | Hold |
303
| – | – | 0.01% | 307 |
|
|
2024
Q1 | $51.3K | Hold |
303
| – | – | 0.01% | 301 |
|
|
2023
Q4 | $47.8K | Buy |
303
+103
| +52% | +$16.3K | 0.01% | 298 |
|
|
2023
Q3 | $28.3K | Sell |
200
-2
| -1% | -$283 | 0.01% | 357 |
|
|
2023
Q2 | $30.2K | Sell |
202
-48
| -19% | -$7.18K | 0.01% | 353 |
|
|
2023
Q1 | $36.2K | Hold |
250
| – | – | 0.01% | 326 |
|
|
2022
Q4 | $35.3K | Hold |
250
| – | – | 0.01% | 320 |
|
|
2022
Q3 | $31K | Buy |
+250
| New | +$31K | 0.01% | 319 |
|