Wealthspire Advisors (Maryland)’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-119
| Closed | -$4K | – | 2580 |
|
|
2018
Q4 | $4K | Sell |
119
-818
| -87% | -$27.5K | ﹤0.01% | 1854 |
|
|
2018
Q3 | $40K | Sell |
937
-14
| -1% | -$598 | ﹤0.01% | 1047 |
|
|
2018
Q2 | $40K | Sell |
951
-707
| -43% | -$29.7K | ﹤0.01% | 1065 |
|
|
2018
Q1 | $73K | Sell |
1,658
-272
| -14% | -$12K | 0.01% | 837 |
|
|
2017
Q4 | $85K | Sell |
1,930
-825
| -30% | -$36.3K | 0.01% | 782 |
|
|
2017
Q3 | $114K | Sell |
2,755
-2,497
| -48% | -$103K | 0.01% | 656 |
|
|
2017
Q2 | $207K | Sell |
5,252
-3,237
| -38% | -$128K | 0.02% | 440 |
|
|
2017
Q1 | $320K | Buy |
+8,489
| New | +$320K | 0.05% | 276 |
|