Tyler-Stone Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
1,891
-127
| -6% | -$23.1K | 0.06% | 244 |
|
|
2025
Q1 | $350K | Buy |
2,018
+3
| +0.1% | +$520 | 0.06% | 227 |
|
|
2024
Q4 | $353K | Buy |
2,015
+3
| +0.1% | +$526 | 0.06% | 233 |
|
|
2024
Q3 | $360K | Buy |
2,012
+357
| +22% | +$64K | 0.07% | 224 |
|
|
2024
Q2 | $272K | Buy |
1,655
+1
| +0.1% | +$164 | 0.11% | 160 |
|
|
2024
Q1 | $280K | Buy |
1,654
+775
| +88% | +$131K | 0.12% | 152 |
|
|
2023
Q4 | $139K | Hold |
879
| – | – | 0.07% | 217 |
|
|
2023
Q3 | $125K | Hold |
879
| – | – | 0.07% | 217 |
|
|
2023
Q2 | $132K | Buy |
+879
| New | +$132K | 0.07% | 213 |
|
|
2022
Q4 | $124K | Hold |
879
| – | – | 0.08% | 208 |
|
|
2022
Q3 | $112K | Hold |
879
| – | – | 0.09% | 205 |
|
|
2022
Q2 | $118K | Hold |
879
| – | – | 0.08% | 214 |
|
|
2022
Q1 | $139K | Hold |
879
| – | – | 0.08% | 219 |
|
|
2021
Q4 | $143K | Buy |
+879
| New | +$143K | 0.08% | 221 |
|