Wealthspire Advisors (Maryland)’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-220
| Closed | -$4K | – | 1728 |
|
|
2019
Q1 | $4K | Hold |
220
| – | – | ﹤0.01% | 1925 |
|
|
2018
Q4 | $3K | Hold |
220
| – | – | ﹤0.01% | 1975 |
|
|
2018
Q3 | $4K | Sell |
220
-1,000
| -82% | -$18.2K | ﹤0.01% | 1924 |
|
|
2018
Q2 | $19K | Buy |
1,220
+1,000
| +455% | +$15.6K | ﹤0.01% | 1330 |
|
|
2018
Q1 | $3K | Hold |
220
| – | – | ﹤0.01% | 2055 |
|
|
2017
Q4 | $3K | Hold |
220
| – | – | ﹤0.01% | 2015 |
|
|
2017
Q3 | $3K | Hold |
220
| – | – | ﹤0.01% | 1918 |
|
|
2017
Q2 | $3K | Hold |
220
| – | – | ﹤0.01% | 1910 |
|
|
2017
Q1 | $3K | Hold |
220
| – | – | ﹤0.01% | 1634 |
|
|
2016
Q4 | $2K | Sell |
220
-60
| -21% | -$545 | ﹤0.01% | 1569 |
|
|
2016
Q3 | $3K | Hold |
280
| – | – | ﹤0.01% | 1491 |
|
|
2016
Q2 | $3K | Buy |
280
+60
| +27% | +$643 | ﹤0.01% | 1449 |
|
|
2016
Q1 | $2K | Hold |
220
| – | – | ﹤0.01% | 1549 |
|
|
2015
Q4 | $2K | Buy |
+220
| New | +$2K | ﹤0.01% | 1535 |
|