Visionary Wealth Advisors’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 | $1.78M | Sell |
9,777
-1,091
| -10% | -$198K | 0.09% | 204 |
|
2025
Q1 | $1.88M | Buy |
10,868
+4,382
| +68% | +$759K | 0.11% | 181 |
|
2024
Q4 | $1.14M | Buy |
6,486
+165
| +3% | +$28.9K | 0.07% | 239 |
|
2024
Q3 | $1.13M | Buy |
6,321
+1,525
| +32% | +$273K | 0.07% | 236 |
|
2024
Q2 | $788K | Sell |
4,796
-3,177
| -40% | -$522K | 0.05% | 266 |
|
2024
Q1 | $1.35M | Buy |
7,973
+4,343
| +120% | +$736K | 0.09% | 209 |
|
2023
Q4 | $573K | Buy |
3,630
+878
| +32% | +$139K | 0.04% | 293 |
|
2023
Q3 | $390K | Buy |
2,752
+1,030
| +60% | +$146K | 0.03% | 329 |
|
2023
Q2 | $258K | Buy |
1,722
+224
| +15% | +$33.5K | 0.02% | 391 |
|
2023
Q1 | $217K | Sell |
1,498
-1,132
| -43% | -$164K | 0.02% | 410 |
|
2022
Q4 | $371K | Buy |
2,630
+15
| +0.6% | +$2.12K | 0.03% | 286 |
|
2022
Q3 | $333K | Sell |
2,615
-17
| -0.6% | -$2.17K | 0.03% | 277 |
|
2022
Q2 | $353K | Buy |
2,632
+858
| +48% | +$115K | 0.03% | 298 |
|
2022
Q1 | $280K | Buy |
+1,774
| New | +$280K | 0.02% | 342 |
|