WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.63M | Buy |
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|
2025
Q2 | $2.46M | Buy |
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|
2025
Q1 | $2.17M | Buy |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $1.34M | Sell |
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|
2024
Q1 | $5.03M | Buy |
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|
2023
Q4 | $4.42M | Buy |
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|
2023
Q3 | $2.3M | Buy |
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|
2023
Q2 | $2.3M | Sell |
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|
2023
Q1 | $2.39M | Buy |
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|
2022
Q4 | $2.42M | Buy |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $993K | Buy |
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|
2021
Q1 | $863K | Buy |
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|
2020
Q4 | $295K | Hold |
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|
2020
Q3 | $263K | Hold |
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|
2020
Q2 | $248K | Sell |
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|
2020
Q1 | $287K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $36.2K | Buy |
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|
2016
Q3 | $63.2K | Sell |
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|
2016
Q2 | $27.5K | Buy |
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