TruWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $636K | Sell |
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|
2025
Q2 | $619K | Buy |
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|
2025
Q1 | $589K | Sell |
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|
2024
Q4 | $683K | Buy |
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|
2024
Q3 | $698K | Buy |
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|
2024
Q2 | $640K | Sell |
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|
2024
Q1 | $687K | Buy |
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|
2023
Q4 | $639K | Sell |
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|
2023
Q3 | $622K | Sell |
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|
2023
Q2 | $661K | Buy |
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|
2023
Q1 | $638K | Sell |
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|
2022
Q4 | $721K | Sell |
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|
2022
Q3 | $664K | Sell |
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|
2022
Q2 | $714K | Buy |
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|
2022
Q1 | $740K | Sell |
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|
2021
Q4 | $801K | Hold |
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|
2021
Q3 | $737K | Buy |
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|
2021
Q2 | $735K | Sell |
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|
2021
Q1 | $712K | Sell |
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|
2020
Q4 | $668K | Buy |
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