Toth Financial Advisory’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 | $657K | Sell |
3,616
-210
| -5% | -$38.2K | 0.08% | 144 |
|
|
2025
Q1 | $663K | Buy |
3,826
+749
| +24% | +$130K | 0.08% | 145 |
|
|
2024
Q4 | $539K | Sell |
3,077
-260
| -8% | -$45.6K | 0.06% | 152 |
|
|
2024
Q3 | $598K | Buy |
3,337
+1,747
| +110% | +$313K | 0.07% | 152 |
|
|
2024
Q2 | $261K | Buy |
1,590
+350
| +28% | +$57.5K | 0.03% | 191 |
|
|
2024
Q1 | $210K | Buy |
+1,240
| New | +$210K | 0.03% | 195 |
|
|
2018
Q3 | – | Sell |
-426
| Closed | -$43K | – | 459 |
|
|
2018
Q2 | $43K | Sell |
426
-70
| -14% | -$7.07K | 0.01% | 216 |
|
|
2018
Q1 | $49K | Hold |
496
| – | – | 0.01% | 213 |
|
|
2017
Q4 | $50K | Buy |
+496
| New | +$50K | 0.01% | 210 |
|