Wealthcare Advisory Partners’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $329K | Sell |
4,317
-562
| -12% | -$42.8K | 0.01% | 764 |
|
2025
Q1 | $354K | Buy |
4,879
+130
| +3% | +$9.43K | 0.01% | 684 |
|
2024
Q4 | $344K | Buy |
4,749
+802
| +20% | +$58K | 0.01% | 668 |
|
2024
Q3 | $272K | Buy |
3,947
+1
| +0% | +$69 | 0.01% | 748 |
|
2024
Q2 | $242K | Sell |
3,946
-123
| -3% | -$7.54K | 0.01% | 736 |
|
2024
Q1 | $261K | Sell |
4,069
-38
| -0.9% | -$2.44K | 0.01% | 709 |
|
2023
Q4 | $241K | Sell |
4,107
-355
| -8% | -$20.8K | 0.01% | 668 |
|
2023
Q3 | $226K | Sell |
4,462
-73
| -2% | -$3.7K | 0.01% | 622 |
|
2023
Q2 | $232K | Sell |
4,535
-141
| -3% | -$7.22K | 0.01% | 631 |
|
2023
Q1 | $236K | Buy |
4,676
+1,058
| +29% | +$53.4K | 0.01% | 651 |
|
2022
Q4 | $204K | Buy |
+3,618
| New | +$204K | 0.01% | 651 |
|
2022
Q3 | – | Sell |
-3,813
| Closed | -$203K | – | 622 |
|
2022
Q2 | $203K | Buy |
3,813
+242
| +7% | +$12.9K | 0.01% | 532 |
|
2022
Q1 | $227K | Buy |
+3,571
| New | +$227K | 0.01% | 488 |
|
2021
Q2 | – | Sell |
-81
| Closed | -$5K | – | 1597 |
|
2021
Q1 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 1666 |
|