Transform Wealth’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
Q1
$2.42M Sell
2024
Q4
$3.34M Buy
2024
Q3
$2.67M Sell
2024
Q2
$19.4M Sell
2024
Q1
$21.5M Buy
2023
Q4
$13.2M Buy
2023
Q3
$710K Sell
2023
Q2
$825K Buy
2023
Q1
$615K Sell
2022
Q4
$614K Sell
2022
Q3
$566K Buy
2022
Q2
$502K Sell
2022
Q1
$696K Sell
2021
Q4
$758K Sell
2021
Q3
$718K Sell
2021
Q2
$774K Hold
2021
Q1
$727K Sell
2020
Q4
$766K Sell
2020
Q3
$764K Sell
2020
Q2
$1.02M Sell
2020
Q1
$968K Buy
2019
Q4
$693K Buy