WealthShield 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 | $56.2K | Hold |
790
| – | – | 0.01% | 418 |
|
|
2025
Q1 | $55K | Hold |
790
| – | – | 0.01% | 409 |
|
|
2024
Q4 | $51.9K | Hold |
790
| – | – | 0.01% | 377 |
|
|
2024
Q3 | $54.3K | Hold |
790
| – | – | 0.01% | 383 |
|
|
2024
Q2 | $45.8K | Hold |
790
| – | – | 0.01% | 360 |
|
|
2024
Q1 | $44.7K | Hold |
790
| – | – | 0.01% | 353 |
|
|
2023
Q4 | $43.1K | Hold |
790
| – | – | 0.01% | 368 |
|
|
2023
Q3 | $39.7K | Hold |
790
| – | – | 0.01% | 384 |
|
|
2023
Q2 | $43.7K | Hold |
790
| – | – | 0.01% | 387 |
|
|
2023
Q1 | $44.8K | Buy |
+790
| New | +$44.8K | 0.01% | 382 |
|
|
2021
Q3 | – | Sell |
-790
| Closed | -$41K | – | 628 |
|
|
2021
Q2 | $41K | Hold |
790
| – | – | 0.01% | 518 |
|
|
2021
Q1 | $41K | Buy |
+790
| New | +$41K | 0.01% | 491 |
|
|
2020
Q4 | – | Sell |
-790
| Closed | -$37K | – | 383 |
|
|
2020
Q3 | $37K | Hold |
790
| – | – | 0.01% | 315 |
|
|
2020
Q2 | $36K | Hold |
790
| – | – | 0.02% | 261 |
|
|
2020
Q1 | $35K | Buy |
+790
| New | +$35K | 0.02% | 200 |
|