Walled Lake Planning & Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
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|
2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $11.2M | Buy |
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|
2024
Q2 | $10M | Buy |
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|
2024
Q1 | $9.54M | Buy |
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|
2023
Q4 | $7.58M | Buy |
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|
2023
Q3 | $6.51M | Buy |
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|
2023
Q2 | $6.66M | Buy |
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|
2023
Q1 | $6.17M | Buy |
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|
2022
Q4 | $5.13M | Buy |
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|
2022
Q3 | $4.26M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $225K | Buy |
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|
2021
Q3 | $20K | Buy |
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