Swaine & Leidel Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $806 | Buy |
+806
| New | +$806 | 0.62% | 36 |
|
|
2021
Q3 | $4.24M | Buy |
+28,313
| New | +$4.24M | 3.74% | 10 |
|
|
2021
Q1 | $806K | Buy |
5,687
+410
| +8% | +$58.1K | 0.52% | 42 |
|
|
2020
Q4 | $673K | Buy |
5,277
+130
| +3% | +$16.6K | 0.49% | 44 |
|
|
2020
Q3 | $556K | Buy |
5,147
+146
| +3% | +$15.8K | 0.54% | 41 |
|
|
2020
Q2 | $509K | Hold |
5,001
| – | – | 0.52% | 40 |
|
|
2020
Q1 | $420K | Sell |
5,001
-163
| -3% | -$13.7K | 0.44% | 45 |
|
|
2019
Q4 | $598K | Buy |
5,164
+113
| +2% | +$13.1K | 0.5% | 44 |
|
|
2019
Q3 | $546K | Buy |
5,051
+17
| +0.3% | +$1.84K | 0.49% | 43 |
|
|
2019
Q2 | $543K | Buy |
+5,034
| New | +$543K | 0.58% | 38 |
|