Synergy Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,432
| Closed | -$595K | – | 218 |
|
|
2025
Q1 | $595K | Buy |
3,432
+3,400
| +10,625% | +$589K | 0.08% | 106 |
|
|
2024
Q4 | $5.73K | Buy |
+32
| New | +$5.73K | ﹤0.01% | 550 |
|
|
2023
Q1 | – | Sell |
-13,568
| Closed | -$1.92M | – | 123 |
|
|
2022
Q4 | $1.92M | Buy |
+13,568
| New | +$1.92M | 0.49% | 49 |
|