TrinityPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $983K | Hold |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $919K | Buy |
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|
2024
Q1 | $940K | Sell |
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|
2023
Q4 | $891K | Buy |
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|
2023
Q3 | $770K | Buy |
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|
2023
Q2 | $611K | Sell |
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|
2023
Q1 | $590K | Buy |
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|
2022
Q4 | $535K | Buy |
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|
2022
Q3 | $387K | Hold |
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|
2022
Q2 | $408K | Sell |
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|
2022
Q1 | $495K | Sell |
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|
2021
Q4 | $539K | Sell |
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|
2021
Q3 | $564K | Sell |
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|
2021
Q2 | $568K | Sell |
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|
2021
Q1 | $548K | Sell |
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|
2020
Q4 | $516K | Sell |
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|
2020
Q3 | $496K | Sell |
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|
2020
Q2 | $535K | Sell |
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|
2020
Q1 | $537K | Sell |
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|
2019
Q4 | $859K | Buy |
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|
2019
Q3 | $827K | Buy |
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|
2019
Q2 | $705K | Sell |
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|
2019
Q1 | $725K | Sell |
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|
2018
Q4 | $854K | Buy |
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