WESPAC Advisors SoCal’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $569K | Hold |
|
|||||
|
2024
Q3 | $594K | Hold |
|
|||||
|
2024
Q2 | $502K | Hold |
|
|||||
|
2024
Q1 | $490K | Hold |
|
|||||
|
2023
Q4 | $472K | Buy |
|
|||||
|
2018
Q4 | – | Hold |
|
|||||
|
2018
Q3 | – | Hold |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $256K | Buy |
|
|||||
|
2017
Q2 | $250K | Sell |
|
|||||
|
2017
Q1 | $267K | Sell |
|
|||||
|
2016
Q4 | $276K | Sell |
|
|||||
|
2016
Q3 | $409K | Sell |
|
|||||
|
2016
Q2 | $448K | Sell |
|
|||||
|
2016
Q1 | $431K | Buy |
|