Welch Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Hold |
12,488
| – | – | 0.51% | 11 |
|
|
2025
Q1 | $2.16M | Hold |
12,488
| – | – | 0.51% | 11 |
|
|
2024
Q4 | $2.19M | Hold |
12,488
| – | – | 0.47% | 11 |
|
|
2024
Q3 | $2.24M | Hold |
12,488
| – | – | 0.5% | 11 |
|
|
2024
Q2 | $2.05M | Buy |
+12,488
| New | +$2.05M | 0.49% | 11 |
|
|
2022
Q3 | – | Sell |
-30,827
| Closed | -$4.14M | – | 35 |
|
|
2022
Q2 | $4.14M | Sell |
30,827
-35,187
| -53% | -$4.72M | 1.27% | 12 |
|
|
2022
Q1 | $10.4M | Sell |
66,014
-64,097
| -49% | -$10.1M | 2.52% | 8 |
|
|
2021
Q4 | $21.2M | Sell |
130,111
-46,622
| -26% | -$7.59M | 4.66% | 5 |
|
|
2021
Q3 | $26.5M | Buy |
176,733
+37,889
| +27% | +$5.68M | 6.42% | 4 |
|
|
2021
Q2 | $20.9M | Buy |
138,844
+44,867
| +48% | +$6.76M | 4.93% | 5 |
|
|
2021
Q1 | $13.3M | Buy |
93,977
+12,367
| +15% | +$1.75M | 3.48% | 8 |
|
|
2020
Q4 | $10.4M | Buy |
+81,610
| New | +$10.4M | 2.89% | 8 |
|