Spire Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
10,897
-14,873
| -58% | -$2.7M | 0.07% | 230 |
|
|
2025
Q1 | $4.46M | Sell |
25,770
-1,261
| -5% | -$218K | 0.14% | 140 |
|
|
2024
Q4 | $4.74M | Buy |
27,031
+1,493
| +6% | +$262K | 0.15% | 132 |
|
|
2024
Q3 | $4.58M | Sell |
25,538
-986
| -4% | -$177K | 0.15% | 123 |
|
|
2024
Q2 | $4.36M | Sell |
26,524
-1,413
| -5% | -$232K | 0.15% | 138 |
|
|
2024
Q1 | $4.73M | Buy |
27,937
+616
| +2% | +$104K | 0.09% | 167 |
|
|
2023
Q4 | $4.26M | Sell |
27,321
-3,903
| -13% | -$608K | 0.14% | 162 |
|
|
2023
Q3 | $4.42M | Sell |
31,224
-1,156
| -4% | -$164K | 0.17% | 125 |
|
|
2023
Q2 | $4.85M | Sell |
32,380
-28
| -0.1% | -$4.19K | 0.18% | 106 |
|
|
2023
Q1 | $4.69M | Buy |
32,408
+9,176
| +39% | +$1.33M | 0.18% | 115 |
|
|
2022
Q4 | $3.28M | Buy |
23,232
+2,550
| +12% | +$360K | 0.18% | 119 |
|
|
2022
Q3 | $2.63M | Sell |
20,682
-9,210
| -31% | -$1.17M | 0.16% | 121 |
|
|
2022
Q2 | $4.01M | Sell |
29,892
-1,399
| -4% | -$188K | 0.17% | 133 |
|
|
2022
Q1 | $4.94M | Buy |
31,291
+1,880
| +6% | +$297K | 0.13% | 156 |
|
|
2021
Q4 | $4.79M | Sell |
29,411
-2,691
| -8% | -$438K | 0.11% | 179 |
|
|
2021
Q3 | $4.81M | Buy |
32,102
+2,269
| +8% | +$340K | 0.13% | 163 |
|
|
2021
Q2 | $4.5M | Buy |
29,833
+5,163
| +21% | +$778K | 0.12% | 173 |
|
|
2021
Q1 | $3.5M | Buy |
+24,670
| New | +$3.5M | 0.09% | 200 |
|