Triad Financial Advisors’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
2023
Q3
$213K Hold
2023
Q2
$224K Hold
2023
Q1
$217K Hold
2022
Q4
$212K Buy
2022
Q3
Sell
2022
Q2
$201K Hold
2022
Q1
$237K Hold
2021
Q4
$244K Buy