Summit Financial Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $649K | Sell |
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|
2025
Q2 | $628K | Sell |
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|
2025
Q1 | $3.64M | Sell |
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|
2024
Q4 | $3.8M | Sell |
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|
2024
Q3 | $3.88M | Sell |
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|
2024
Q2 | $3.57M | Hold |
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|
2024
Q1 | $3.68M | Sell |
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|
2023
Q4 | $3.44M | Hold |
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|
2023
Q3 | $3.06M | Hold |
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|
2023
Q2 | $3.26M | Hold |
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|
2023
Q1 | $3.15M | Sell |
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|
2022
Q4 | $3.1M | Buy |
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