Treasure Coast Financial Planning’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-28,403
| Closed | -$1.6M | – | 41 |
|
|
2022
Q4 | $1.6M | Sell |
28,403
-15,693
| -36% | -$885K | 1.2% | 17 |
|
|
2022
Q3 | $2.26M | Sell |
44,096
-9,594
| -18% | -$491K | 1.81% | 16 |
|
|
2022
Q2 | $2.86M | Buy |
53,690
+6,088
| +13% | +$324K | 2.21% | 15 |
|
|
2022
Q1 | $3.03M | Buy |
47,602
+7,487
| +19% | +$477K | 2.32% | 15 |
|
|
2021
Q4 | $2.58M | Buy |
+40,115
| New | +$2.58M | 2% | 15 |
|