TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
+1,794
| New | +$326K | 0.06% | 37 |
|
|
2023
Q4 | – | Sell |
-2,030
| Closed | -$304K | – | 1058 |
|
|
2023
Q3 | $304K | Buy |
2,030
+730
| +56% | +$109K | 0.06% | 34 |
|
|
2023
Q2 | $195K | Buy |
+1,300
| New | +$195K | 0.04% | 45 |
|
|
2020
Q2 | – | Sell |
-800
| Closed | -$67K | – | 154 |
|
|
2020
Q1 | $67K | Hold |
800
| – | – | 0.03% | 50 |
|
|
2019
Q4 | $92K | Buy |
+800
| New | +$92K | 0.08% | 52 |
|