SIMG
Sonora Investment Management Group’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 | $338K | Sell |
1,860
-109
| -6% | -$19.8K | 0.03% | 208 |
|
|
2025
Q1 | $341K | Buy |
1,969
+3
| +0.2% | +$520 | 0.03% | 204 |
|
|
2024
Q4 | $345K | Buy |
1,966
+2
| +0.1% | +$351 | 0.03% | 204 |
|
|
2024
Q3 | $352K | Buy |
+1,964
| New | +$352K | 0.03% | 204 |
|
|
2023
Q2 | – | Sell |
-1,397
| Closed | -$202K | – | 280 |
|
|
2023
Q1 | $202K | Buy |
+1,397
| New | +$202K | 0.02% | 251 |
|