SOA Wealth Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Buy |
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|
2025
Q1 | $140K | Buy |
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|
2024
Q4 | $143K | Buy |
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|
2024
Q3 | $146K | Buy |
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|
2024
Q2 | $129K | Buy |
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|
2024
Q1 | $135K | Buy |
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|
2023
Q4 | $122K | Buy |
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|
2023
Q3 | $108K | Buy |
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|
2023
Q2 | $115K | Buy |
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|
2023
Q1 | $105K | Buy |
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|
2022
Q4 | $99.9K | Sell |
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|
2022
Q3 | $94K | Buy |
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|
2022
Q2 | $97K | Buy |
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|
2022
Q1 | $114K | Buy |
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|
2021
Q4 | $119K | Buy |
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|
2021
Q3 | $110K | Buy |
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|
2021
Q2 | $112K | Buy |
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|
2021
Q1 | $97K | Hold |
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|
2020
Q4 | $88K | Buy |
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