Wellington Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $233K | Sell |
1,285
-1,001
| -44% | -$181K | 0.21% | 61 |
|
|
2024
Q3 | $403K | Buy |
+2,286
| New | +$403K | 0.31% | 52 |
|
|
2024
Q2 | – | Sell |
-6,269
| Closed | -$1.06M | – | 151 |
|
|
2024
Q1 | $1.06M | Buy |
6,269
+4,581
| +271% | +$776K | 0.49% | 61 |
|
|
2023
Q4 | $266K | Buy |
+1,688
| New | +$266K | 0.23% | 70 |
|
|
2020
Q4 | $266K | Buy |
+1,688
| New | +$266K | 0.23% | 70 |
|