Sullivan, Bruyette, Speros & Blaney’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $395K | Buy |
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|
2020
Q4 | $282K | Hold |
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|
2020
Q3 | $239K | Hold |
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|
2020
Q2 | $225K | Hold |
|
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|
2020
Q1 | $186K | Hold |
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|
2019
Q4 | $256K | Sell |
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|
2019
Q3 | $263K | Hold |
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|
2019
Q2 | $263K | Hold |
|
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|
2019
Q1 | $254K | Hold |
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|
2018
Q4 | $223K | Sell |
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|
2018
Q3 | $281K | Hold |
|
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|
2018
Q2 | $268K | Hold |
|
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|
2018
Q1 | $261K | Hold |
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|
2017
Q4 | $266K | Hold |
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|
2017
Q3 | $251K | Buy |
|
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|
2017
Q2 | $234K | Hold |
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|
2017
Q1 | $229K | Sell |
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|
2016
Q4 | $249K | Sell |
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|
2016
Q3 | $246K | Buy |
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|
2016
Q2 | $228K | Buy |
|