Summit Wealth Partners’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 | $1.01M | Sell |
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|
2025
Q2 | $975K | Buy |
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|
2025
Q1 | $910K | Sell |
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|
2024
Q4 | $966K | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $977K | Buy |
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|
2023
Q3 | $819K | Sell |
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|
2023
Q2 | $888K | Sell |
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|
2023
Q1 | $916K | Sell |
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|
2022
Q4 | $953K | Sell |
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|
2022
Q3 | $871K | Buy |
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|
2022
Q2 | $854K | Buy |
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|
2022
Q1 | $880K | Buy |
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|
2021
Q4 | $822K | Sell |
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|
2021
Q3 | $757K | Sell |
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|
2021
Q2 | $796K | Sell |
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|
2021
Q1 | $797K | Sell |
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|
2020
Q4 | $783K | Sell |
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|
2020
Q3 | $924K | Buy |
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|
2020
Q2 | $861K | Buy |
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|
2020
Q1 | $415K | Sell |
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|
2019
Q4 | $629K | Buy |
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