Sterling Financial Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $588K | Sell |
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|
2025
Q2 | $568K | Hold |
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|
2025
Q1 | $542K | Sell |
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|
2024
Q4 | $555K | Hold |
|
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|
2024
Q3 | $567K | Sell |
|
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|
2024
Q2 | $528K | Sell |
|
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|
2024
Q1 | $547K | Sell |
|
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|
2023
Q4 | $511K | Sell |
|
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|
2023
Q3 | $463K | Hold |
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|
2023
Q2 | $489K | Hold |
|
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|
2023
Q1 | $473K | Sell |
|
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|
2022
Q4 | $469K | Buy |
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|
2022
Q3 | $423K | Sell |
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|
2022
Q2 | $453K | Buy |
|
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|
2022
Q1 | $532K | Buy |
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|
2021
Q4 | $548K | Buy |
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|
2021
Q3 | $503K | Buy |
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|
2021
Q2 | $504K | Sell |
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|
2021
Q1 | $578K | Buy |
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|
2020
Q4 | $520K | Buy |
|