WealthShield Partners’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $60.6K | Hold |
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|
2025
Q2 | $56.2K | Hold |
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2025
Q1 | $55K | Hold |
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|
2024
Q4 | $51.9K | Hold |
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|
2024
Q3 | $54.3K | Hold |
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|
2024
Q2 | $45.8K | Hold |
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|
2024
Q1 | $44.7K | Hold |
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|
2023
Q4 | $43.1K | Hold |
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|
2023
Q3 | $39.7K | Hold |
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|
2023
Q2 | $43.7K | Hold |
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|
2023
Q1 | $44.8K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $41K | Hold |
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|
2021
Q1 | $41K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $37K | Hold |
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|
2020
Q2 | $36K | Hold |
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|
2020
Q1 | $35K | Buy |
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