Stokes Family Office’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 | $685K | Hold |
3,768
| – | – | 0.07% | 138 |
|
|
2025
Q1 | $653K | Hold |
3,768
| – | – | 0.07% | 140 |
|
|
2024
Q4 | $660K | Hold |
3,768
| – | – | 0.07% | 137 |
|
|
2024
Q3 | $675K | Sell |
3,768
-62
| -2% | -$11.1K | 0.07% | 135 |
|
|
2024
Q2 | $629K | Hold |
3,830
| – | – | 0.07% | 139 |
|
|
2024
Q1 | $649K | Hold |
3,830
| – | – | 0.08% | 134 |
|
|
2023
Q4 | $604K | Hold |
3,830
| – | – | 0.08% | 130 |
|
|
2023
Q3 | $543K | Hold |
3,830
| – | – | 0.06% | 178 |
|
|
2023
Q2 | $573K | Hold |
3,830
| – | – | 0.07% | 161 |
|
|
2023
Q1 | $554K | Hold |
3,830
| – | – | 0.07% | 161 |
|
|
2022
Q4 | $541K | Hold |
3,830
| – | – | 0.07% | 153 |
|
|
2022
Q3 | $487K | Sell |
3,830
-1,838
| -32% | -$234K | 0.07% | 157 |
|
|
2022
Q2 | $761K | Buy |
+5,668
| New | +$761K | 0.1% | 126 |
|