TCI 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 | $230K | Hold |
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|
2025
Q2 | $220K | Buy |
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|
2025
Q1 | $210K | Buy |
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|
2024
Q4 | $212K | Sell |
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|
2024
Q3 | $248K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $152K | Hold |
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|
2022
Q4 | $149K | Buy |
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|
2022
Q3 | $32K | Buy |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $34K | Hold |
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|
2021
Q4 | $35K | Hold |
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|
2021
Q3 | $33K | Hold |
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|
2021
Q2 | $33K | Hold |
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|
2021
Q1 | $31K | Buy |
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|
2020
Q4 | $13K | Buy |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $8K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $9K | Hold |
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|
2019
Q3 | $8K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $29K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $8K | Hold |
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|
2014
Q4 | $8K | Sell |
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|
2014
Q3 | $18K | Buy |
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|
2014
Q2 | $8K | Hold |
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|
2014
Q1 | $7K | Hold |
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|
2013
Q4 | $7K | Hold |
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|
2013
Q3 | $7K | Hold |
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|
2013
Q2 | $6K | Buy |
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