Steward Partners Investment Advisory’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $152K | Sell |
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|
2025
Q2 | $151K | Sell |
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|
2025
Q1 | $176K | Sell |
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|
2024
Q4 | $178K | Sell |
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|
2024
Q3 | $410K | Buy |
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|
2024
Q2 | $423K | Buy |
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|
2024
Q1 | $424K | Sell |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $399K | Buy |
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $367K | Buy |
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|
2022
Q4 | $380K | Buy |
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|
2022
Q3 | $317K | Sell |
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|
2022
Q2 | $351K | Buy |
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|
2022
Q1 | $372K | Buy |
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|
2021
Q4 | $40K | Sell |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.1M | Sell |
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|
2021
Q1 | $987K | Buy |
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