Wealth Management Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $575K | Sell |
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|
2023
Q1 | $593K | Buy |
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|
2022
Q4 | $579K | Hold |
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|
2022
Q3 | $533K | Hold |
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|
2022
Q2 | $561K | Hold |
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|
2022
Q1 | $660K | Hold |
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|
2021
Q4 | $663K | Sell |
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|
2021
Q3 | $604K | Buy |
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|
2021
Q2 | $588K | Buy |
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|
2021
Q1 | $434K | Buy |
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|
2020
Q4 | $376K | Buy |
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