SA
Stewardship Advisors’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 | $225K | Buy |
1,238
+8
| +0.7% | +$1.45K | 0.06% | 137 |
|
|
2025
Q1 | $213K | Sell |
1,230
-6
| -0.5% | -$1.04K | 0.06% | 137 |
|
|
2024
Q4 | $217K | Sell |
1,236
-50
| -4% | -$8.76K | 0.06% | 144 |
|
|
2024
Q3 | $230K | Buy |
+1,286
| New | +$230K | 0.07% | 127 |
|
|
2023
Q4 | – | Sell |
-63,107
| Closed | -$8.94M | – | 46 |
|
|
2023
Q3 | $8.94M | Sell |
63,107
-56,474
| -47% | -$8M | 3.49% | 11 |
|
|
2023
Q2 | $17.9M | Sell |
119,581
-2,275
| -2% | -$340K | 6.73% | 3 |
|
|
2023
Q1 | $17.6M | Buy |
121,856
+52,061
| +75% | +$7.53M | 6.77% | 4 |
|
|
2022
Q4 | $9.86M | Buy |
69,795
+3,215
| +5% | +$454K | 3.97% | 8 |
|
|
2022
Q3 | $8.47M | Buy |
+66,580
| New | +$8.47M | 3.67% | 9 |
|