WealthShield Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

WealthShield Partners’s Portfolio RSP Stock Details RSP Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.22M	Sell	34,220 -1,068	-3%	-$194K	0.75%	33
2025 Q1	$6.11M	Sell	35,288 -1,385	-4%	-$240K	0.78%	33
2024 Q4	$6.43M	Buy	36,673 +3,680	+11%	+$645K	0.91%	32
2024 Q3	$5.91M	Buy	32,993 +5,769	+21%	+$1.03M	0.8%	31
2024 Q2	$4.47M	Buy	27,224 +12,764	+88%	+$2.1M	0.68%	34
2024 Q1	$2.45M	Sell	14,460 -8,888	-38%	-$1.51M	0.4%	75
2023 Q4	$3.68M	Buy	23,348 +1,028	+5%	+$162K	0.61%	39
2023 Q3	$3.16M	Buy	22,320 +679	+3%	+$96.2K	0.48%	54
2023 Q2	$3.24M	Sell	21,641 -95	-0.4%	-$14.2K	0.49%	52
2023 Q1	$3.14M	Buy	21,736 +269	+1%	+$38.9K	0.51%	50
2022 Q4	$3.03M	Sell	21,467 -475	-2%	-$67.1K	0.58%	44
2022 Q3	$2.79M	Buy	21,942 +13,280	+153%	+$1.69M	0.55%	47
2022 Q2	$1.16M	Sell	8,662 -749	-8%	-$101K	0.23%	111
2022 Q1	$1.48M	Sell	9,411 -41,502	-82%	-$6.54M	0.24%	102
2021 Q4	$8.29M	Buy	50,913 +3,676	+8%	+$598K	1.38%	15
2021 Q3	$7.08M	Buy	47,237 +1,583	+3%	+$237K	1.89%	10
2021 Q2	$6.88M	Sell	45,654 -795	-2%	-$120K	1.08%	26
2021 Q1	$6.58M	Sell	46,449 -3	-0%	-$425	1.18%	21
2020 Q4	$5.93M	Buy	46,452 +32,526	+234%	+$4.15M	1.09%	26
2020 Q3	$1.51M	Sell	13,926 -1,259	-8%	-$136K	0.53%	51
2020 Q2	$1.55M	Sell	15,185 -2,176	-13%	-$221K	0.71%	34
2020 Q1	$1.46M	Buy	17,361 +425	+3%	+$35.7K	0.89%	26
2019 Q4	$1.96M	Sell	16,936 -1,230	-7%	-$142K	0.96%	23
2019 Q3	$1.96M	Sell	18,166 -4,942	-21%	-$534K	1.04%	21
2019 Q2	$2.49M	Sell	23,108 -220	-0.9%	-$23.7K	1.44%	15
2019 Q1	$2.44M	Sell	23,328 -260	-1%	-$27.2K	1.36%	16
2018 Q4	$2.16M	Sell	23,588 -1,785	-7%	-$163K	1.47%	16
2018 Q3	$2.71M	Sell	25,373 -23,783	-48%	-$2.54M	1.55%	13
2018 Q2	$5.01M	Buy	+49,156	New	+$5.01M	3.05%	7
2018 Q1	–	Sell	-53,319	Closed	-$5.39M	–	254
2017 Q4	$5.39M	Buy	+53,319	New	+$5.39M	3.28%	5