Trueblood Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
20,795
+2,834
| +16% | +$515K | 1.58% | 4 |
|
|
2025
Q1 | $3.11M | Buy |
17,961
+3,264
| +22% | +$565K | 1.44% | 5 |
|
|
2024
Q4 | $2.58M | Buy |
14,697
+4,694
| +47% | +$823K | 1.27% | 8 |
|
|
2024
Q3 | $1.79M | Buy |
10,003
+2,750
| +38% | +$493K | 0.9% | 22 |
|
|
2024
Q2 | $1.19M | Sell |
7,253
-794
| -10% | -$130K | 0.67% | 38 |
|
|
2024
Q1 | $1.36M | Buy |
8,047
+460
| +6% | +$77.9K | 0.78% | 31 |
|
|
2023
Q4 | $1.2M | Buy |
+7,587
| New | +$1.2M | 0.75% | 35 |
|