SIMG
Sonora Investment Management Group’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,091
| Closed | -$250K | – | 300 |
|
|
2024
Q2 | $250K | Hold |
7,091
| – | – | 0.02% | 237 |
|
|
2024
Q1 | $250K | Buy |
7,091
+381
| +6% | +$13.4K | 0.02% | 238 |
|
|
2023
Q4 | $219K | Buy |
+6,710
| New | +$219K | 0.02% | 241 |
|
|
2022
Q1 | – | Sell |
-655
| Closed | -$212K | – | 230 |
|
|
2021
Q4 | $212K | Buy |
+655
| New | +$212K | 0.02% | 195 |
|