Walled Lake Planning & Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.34M | Sell |
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|
2025
Q1 | $7.07M | Sell |
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|
2024
Q4 | $7.8M | Sell |
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|
2024
Q3 | $7.94M | Sell |
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|
2024
Q2 | $7.74M | Buy |
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|
2024
Q1 | $7.36M | Buy |
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|
2023
Q4 | $6.8M | Buy |
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|
2023
Q3 | $5.85M | Buy |
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|
2023
Q2 | $6.07M | Buy |
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|
2023
Q1 | $5.68M | Sell |
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|
2022
Q4 | $5.24M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $245K | Buy |
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|
2021
Q3 | $22K | Buy |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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