WealthCare Investment Partners’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Sell |
45,245
-408
| -0.9% | -$29.1K | 1.16% | 23 |
|
|
2025
Q1 | $3.06M | Buy |
45,653
+675
| +2% | +$45.2K | 1.3% | 22 |
|
|
2024
Q4 | $2.97M | Buy |
44,978
+70
| +0.2% | +$4.62K | 1.29% | 22 |
|
|
2024
Q3 | $3.04M | Sell |
44,908
-4,686
| -9% | -$317K | 1.33% | 20 |
|
|
2024
Q2 | $2.88M | Sell |
49,594
-20,256
| -29% | -$1.18M | 1.34% | 22 |
|
|
2024
Q1 | $3.95M | Sell |
69,850
-10,562
| -13% | -$598K | 1.91% | 13 |
|
|
2023
Q4 | $4.49M | Sell |
80,412
-14,382
| -15% | -$803K | 2.45% | 9 |
|
|
2023
Q3 | $4.57M | Sell |
94,794
-3,646
| -4% | -$176K | 2.78% | 7 |
|
|
2023
Q2 | $5.55M | Buy |
98,440
+4,622
| +5% | +$260K | 3.33% | 7 |
|
|
2023
Q1 | $5.32M | Buy |
93,818
+22,442
| +31% | +$1.27M | 3.22% | 6 |
|
|
2022
Q4 | $4.15M | Buy |
71,376
+25,682
| +56% | +$1.49M | 2.83% | 9 |
|
|
2022
Q3 | $2.44M | Buy |
45,694
+20,374
| +80% | +$1.09M | 2.01% | 10 |
|
|
2022
Q2 | $1.45M | Buy |
+25,320
| New | +$1.45M | 1.24% | 22 |
|