SOA Wealth Advisors’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Buy |
4,555
+9
| +0.2% | +$263 | 0.03% | 248 |
|
|
2025
Q1 | $135K | Buy |
4,546
+8
| +0.2% | +$238 | 0.03% | 228 |
|
|
2024
Q4 | $133K | Buy |
4,538
+9
| +0.2% | +$264 | 0.02% | 222 |
|
|
2024
Q3 | $146K | Buy |
4,529
+7
| +0.2% | +$226 | 0.03% | 214 |
|
|
2024
Q2 | $136K | Buy |
4,522
+8
| +0.2% | +$240 | 0.03% | 214 |
|
|
2024
Q1 | $144K | Buy |
4,514
+7
| +0.2% | +$223 | 0.03% | 211 |
|
|
2023
Q4 | $134K | Sell |
4,507
-460
| -9% | -$13.7K | 0.03% | 208 |
|
|
2023
Q3 | $136K | Buy |
4,967
+7
| +0.1% | +$192 | 0.03% | 200 |
|
|
2023
Q2 | $148K | Buy |
4,960
+10
| +0.2% | +$298 | 0.03% | 191 |
|
|
2023
Q1 | $144K | Hold |
4,950
| – | – | 0.04% | 188 |
|
|
2022
Q4 | $143K | Buy |
4,950
+10
| +0.2% | +$288 | 0.04% | 187 |
|
|
2022
Q3 | $124K | Buy |
4,940
+20
| +0.4% | +$502 | 0.04% | 183 |
|
|
2022
Q2 | $131K | Buy |
4,920
+1,100
| +29% | +$29.3K | 0.04% | 181 |
|
|
2022
Q1 | $117K | Buy |
+3,820
| New | +$117K | 0.03% | 216 |
|