SFG
Socha Financial Group’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 | $234K | Sell |
8,020
-9,208
| -53% | -$269K | 0.1% | 19 |
|
|
2025
Q1 | $513K | Sell |
17,228
-16,748
| -49% | -$498K | 0.25% | 14 |
|
|
2024
Q4 | $995K | Sell |
33,976
-43,299
| -56% | -$1.27M | 0.47% | 11 |
|
|
2024
Q3 | $2.49M | Buy |
77,275
+1,104
| +1% | +$35.6K | 1.08% | 8 |
|
|
2024
Q2 | $2.29M | Sell |
76,171
-650
| -0.8% | -$19.5K | 1.07% | 8 |
|
|
2024
Q1 | $2.44M | Buy |
76,821
+137
| +0.2% | +$4.36K | 1.07% | 9 |
|
|
2023
Q4 | $2.28M | Sell |
76,684
-316
| -0.4% | -$9.41K | 1.1% | 9 |
|
|
2023
Q3 | $2.11M | Buy |
77,000
+69,436
| +918% | +$1.9M | 1.12% | 9 |
|
|
2023
Q2 | $2.25M | Buy |
7,564
+71
| +0.9% | +$21.2K | 1.19% | 9 |
|
|
2023
Q1 | $2.19M | Sell |
7,493
-183
| -2% | -$53.4K | 1.41% | 9 |
|
|
2022
Q4 | $2.21M | Buy |
7,676
+85
| +1% | +$24.5K | 1.57% | 9 |
|
|
2022
Q3 | $1.91M | Sell |
7,591
-13
| -0.2% | -$3.27K | 1.64% | 9 |
|
|
2022
Q2 | $2.04M | Sell |
7,604
-40
| -0.5% | -$10.7K | 2.09% | 6 |
|
|
2022
Q1 | $2.34M | Sell |
7,644
-502
| -6% | -$154K | 1.92% | 5 |
|
|
2021
Q4 | $2.61M | Buy |
+8,146
| New | +$2.61M | 1.98% | 6 |
|