Wellspring Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Sell |
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|
2025
Q1 | $3.32M | Sell |
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|
2024
Q4 | $3.9M | Sell |
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|
2024
Q3 | $5.06M | Buy |
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|
2024
Q2 | $4.44M | Sell |
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|
2024
Q1 | $4.63M | Sell |
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|
2023
Q4 | $4.66M | Sell |
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|
2023
Q3 | $4.48M | Buy |
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|
2023
Q2 | $4.73M | Sell |
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|
2023
Q1 | $5.17M | Sell |
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|
2022
Q4 | $5.21M | Sell |
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|
2022
Q3 | $4.7M | Buy |
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|
2022
Q2 | $4.95M | Sell |
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|
2022
Q1 | $5.82M | Buy |
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|
2021
Q4 | $6.01M | Sell |
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|
2021
Q3 | $5.56M | Sell |
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|
2021
Q2 | $5.61M | Sell |
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|
2021
Q1 | $5.05M | Buy |
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|
2020
Q4 | $5.02M | Sell |
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|
2020
Q3 | $5.13M | Sell |
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|
2020
Q2 | $5.46M | Sell |
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|
2020
Q1 | $5.05M | Buy |
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