WealthPlan Investment Management’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
2023
Q1
Sell
-15,902
Closed -$2.43M 540
2022
Q4
$2.43M Buy
15,902
+299
+2% +$45.6K 0.17% 110
2022
Q3
$2.25M Buy
+15,603
New +$2.25M 0.16% 104
2022
Q1
$1.34M Buy
+9,080
New +$1.34M 0.09% 143