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
2025
Q1
$11.5M Buy
2024
Q4
$10.7M Buy
2024
Q3
$11.2M Buy
2024
Q2
$10M Buy
2024
Q1
$9.54M Buy
2023
Q4
$7.58M Buy
2023
Q3
$6.51M Buy
2023
Q2
$6.66M Buy
2023
Q1
$6.17M Buy
2022
Q4
$5.13M Buy
2022
Q3
$4.26M Buy
2022
Q1
Sell
2021
Q4
$225K Buy
2021
Q3
$20K Buy