Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.82M | Sell |
16,804
-2,172
| -11% | -$235K | 0.06% | 137 |
|
|
2020
Q2 | $1.93M | Sell |
18,976
-2,102
| -10% | -$214K | 0.14% | 97 |
|
|
2020
Q1 | $1.77M | Sell |
21,078
-116
| -0.5% | -$9.75K | 0.15% | 92 |
|
|
2019
Q4 | $2.45M | Sell |
21,194
-399
| -2% | -$46.2K | 0.16% | 85 |
|
|
2019
Q3 | $2.33M | Buy |
21,593
+57
| +0.3% | +$6.16K | 0.17% | 85 |
|
|
2019
Q2 | $2.32M | Buy |
21,536
+4,111
| +24% | +$443K | 0.17% | 86 |
|
|
2019
Q1 | $1.82M | Buy |
17,425
+1,112
| +7% | +$116K | 0.14% | 93 |
|
|
2018
Q4 | $1.49M | Sell |
16,313
-6,197
| -28% | -$566K | 0.13% | 97 |
|
|
2018
Q3 | $2.4M | Sell |
22,510
-283
| -1% | -$30.2K | 0.2% | 70 |
|
|
2018
Q2 | $2.32M | Sell |
22,793
-498
| -2% | -$50.7K | 0.21% | 67 |
|
|
2018
Q1 | $2.32M | Sell |
23,291
-1,377
| -6% | -$137K | 0.22% | 69 |
|
|
2017
Q4 | $2.49M | Sell |
24,668
-1,388
| -5% | -$140K | 0.24% | 68 |
|
|
2017
Q3 | $2.49M | Sell |
26,056
-27
| -0.1% | -$2.58K | 0.27% | 61 |
|
|
2017
Q2 | $2.42M | Buy |
+26,083
| New | +$2.42M | 0.29% | 60 |
|