Wescott Financial Advisory Group’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,375
Closed -$202K 165
2022
Q4
$202K Sell
6,375
-6,095
-49% -$193K 0.04% 146
2022
Q3
$355K Buy
12,470
+55
+0.4% +$1.57K 0.1% 102
2022
Q2
$385K Sell
12,415
-1,270
-9% -$39.4K 0.1% 91
2022
Q1
$505K Buy
+13,685
New +$505K 0.13% 80