SIM
SSI Investment Management’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 | $8.96M | Sell |
49,302
-2,305
| -4% | -$419K | 0.63% | 47 |
|
|
2025
Q1 | $8.94M | Buy |
+51,607
| New | +$8.94M | 0.7% | 42 |
|
|
2024
Q2 | – | Sell |
-37,118
| Closed | -$6.29M | – | 259 |
|
|
2024
Q1 | $6.29M | Buy |
37,118
+309
| +0.8% | +$52.3K | 0.48% | 72 |
|
|
2023
Q4 | $5.81M | Buy |
+36,809
| New | +$5.81M | 0.44% | 82 |
|