Wealthfront’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $307K | Sell |
2,874
-42
| -1% | -$4.49K | ﹤0.01% | 440 |
|
2018
Q2 | $297K | Buy |
2,916
+38
| +1% | +$3.87K | ﹤0.01% | 436 |
|
2018
Q1 | $286K | Sell |
2,878
-1,757
| -38% | -$175K | ﹤0.01% | 442 |
|
2017
Q4 | $468K | Sell |
4,635
-786
| -14% | -$79.4K | 0.01% | 365 |
|
2017
Q3 | $518K | Buy |
+5,421
| New | +$518K | 0.01% | 320 |
|
2015
Q4 | – | Sell |
-140
| Closed | -$10K | – | 890 |
|
2015
Q3 | $10K | Buy |
140
+121
| +637% | +$8.64K | ﹤0.01% | 960 |
|
2015
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 1188 |
|
2015
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 1017 |
|
2014
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 611 |
|
2014
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 649 |
|