Treasure Coast Financial Planning’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-47,100
| Closed | -$1.37M | – | 40 |
|
|
2023
Q1 | $1.37M | Sell |
47,100
-57,660
| -55% | -$1.68M | 0.96% | 20 |
|
|
2022
Q4 | $3.02M | Sell |
104,760
-1,260
| -1% | -$36.3K | 2.25% | 14 |
|
|
2022
Q3 | $2.66M | Buy |
106,020
+9,710
| +10% | +$244K | 2.14% | 14 |
|
|
2022
Q2 | $2.58M | Buy |
96,310
+73,670
| +325% | +$1.97M | 2% | 16 |
|
|
2022
Q1 | $694K | Buy |
+22,640
| New | +$694K | 0.53% | 21 |
|