Tyler-Stone Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,770
| Closed | -$64.9K | – | 765 |
|
|
2024
Q2 | $64.9K | Hold |
1,770
| – | – | 0.03% | 335 |
|
|
2024
Q1 | $62.3K | Sell |
1,770
-100
| -5% | -$3.52K | 0.03% | 335 |
|
|
2023
Q4 | $61K | Hold |
1,870
| – | – | 0.03% | 327 |
|
|
2023
Q3 | $53K | Hold |
1,870
| – | – | 0.03% | 335 |
|
|
2023
Q2 | $55K | Buy |
+1,870
| New | +$55K | 0.03% | 328 |
|
|
2022
Q4 | $45K | Sell |
1,870
-600
| -24% | -$14.4K | 0.03% | 338 |
|
|
2022
Q3 | $56K | Sell |
2,470
-700
| -22% | -$15.9K | 0.04% | 284 |
|
|
2022
Q2 | $75K | Sell |
3,170
-700
| -18% | -$16.6K | 0.05% | 268 |
|
|
2022
Q1 | $112K | Sell |
3,870
-2,100
| -35% | -$60.8K | 0.06% | 241 |
|
|
2021
Q4 | $193K | Buy |
+5,970
| New | +$193K | 0.1% | 186 |
|