Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $21.7M | Buy |
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|
2024
Q3 | $21.7M | Buy |
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|
2024
Q2 | $19.5M | Buy |
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|
2024
Q1 | $20M | Buy |
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|
2023
Q4 | $12.5M | Buy |
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|
2023
Q3 | $10.9M | Buy |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $1.5M | Sell |
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|
2022
Q3 | $12.4M | Buy |
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|
2022
Q2 | $12.7M | Buy |
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|
2022
Q1 | $9.85M | Buy |
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|
2021
Q4 | $9.94M | Buy |
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|
2021
Q3 | $8.84M | Buy |
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|
2021
Q2 | $8.84M | Sell |
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|
2021
Q1 | $8.32K | Buy |
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|
2020
Q4 | $5.75M | Buy |
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|
2020
Q3 | $4.78M | Buy |
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|
2020
Q2 | $1.09M | Buy |
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|
2020
Q1 | $743K | Buy |
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|
2019
Q4 | $423K | Buy |
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