TrinityPoint Wealth’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $671K | Sell |
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|
2024
Q3 | $743K | Sell |
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2024
Q2 | $730K | Sell |
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|
2024
Q1 | $774K | Buy |
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|
2023
Q4 | $723K | Sell |
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|
2023
Q3 | $680K | Sell |
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|
2023
Q2 | $745K | Sell |
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|
2023
Q1 | $787K | Sell |
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|
2022
Q4 | $810K | Hold |
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|
2022
Q3 | $705K | Buy |
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|
2022
Q2 | $669K | Buy |
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|
2022
Q1 | $539K | Buy |
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|
2021
Q4 | $541K | Sell |
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|
2021
Q3 | $509K | Buy |
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|
2021
Q2 | $495K | Sell |
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|
2021
Q1 | $795K | Sell |
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|
2020
Q4 | $1.6M | Buy |
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|
2020
Q3 | $1.34M | Buy |
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|
2020
Q2 | $1.23M | Buy |
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|
2020
Q1 | $824K | Buy |
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|
2019
Q4 | $551K | Buy |
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