Stone House Investment Management’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 | $385K | Sell |
2,119
-2,054
| -49% | -$373K | 0.07% | 50 |
|
|
2025
Q1 | $723K | Buy |
4,173
+2,100
| +101% | +$364K | 0.15% | 36 |
|
|
2024
Q4 | $363K | Buy |
2,073
+111
| +6% | +$19.5K | 0.09% | 42 |
|
|
2024
Q3 | $352K | Sell |
1,962
-21,860
| -92% | -$3.92M | 0.07% | 42 |
|
|
2024
Q2 | $3.91M | Sell |
23,822
-6,516
| -21% | -$1.07M | 1.02% | 18 |
|
|
2024
Q1 | $5.14M | Sell |
30,338
-57,876
| -66% | -$9.8M | 1.21% | 19 |
|
|
2023
Q4 | $13.9M | Sell |
88,214
-99,237
| -53% | -$15.7M | 4.8% | 7 |
|
|
2023
Q3 | $26.6M | Buy |
187,451
+133,089
| +245% | +$18.9M | 9.24% | 4 |
|
|
2023
Q2 | $8.13M | Buy |
+54,362
| New | +$8.13M | 2.95% | 12 |
|
|
2019
Q2 | – | Sell |
-815
| Closed | -$85K | – | 163 |
|
|
2019
Q1 | $85K | Buy |
+815
| New | +$85K | 0.04% | 67 |
|
|
2018
Q3 | – | Sell |
-4,090
| Closed | -$417K | – | 56 |
|
|
2018
Q2 | $417K | Buy |
+4,090
| New | +$417K | 0.27% | 34 |
|