Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,160
| Closed | -$31K | – | 1455 |
|
|
2021
Q1 | $31K | Buy |
1,160
+960
| +480% | +$25.7K | ﹤0.01% | 975 |
|
|
2020
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 1348 |
|
|
2020
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 1267 |
|
|
2020
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 1537 |
|
|
2020
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 1392 |
|
|
2019
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 1338 |
|
|
2019
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 1252 |
|
|
2019
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 1280 |
|
|
2019
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 1293 |
|
|
2018
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 1210 |
|
|
2018
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 1365 |
|
|
2018
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 1268 |
|
|
2018
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 1267 |
|
|
2017
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 1125 |
|
|
2017
Q3 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 964 |
|