West Coast Financial’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 | – | Sell |
-6,310
| Closed | -$1.09M | – | 118 |
|
|
2025
Q1 | $1.09M | Hold |
6,310
| – | – | 0.12% | 76 |
|
|
2024
Q4 | $1.11M | Hold |
6,310
| – | – | 0.12% | 76 |
|
|
2024
Q3 | $1.13M | Hold |
6,310
| – | – | 0.12% | 81 |
|
|
2024
Q2 | $1.04M | Hold |
6,310
| – | – | 0.12% | 79 |
|
|
2024
Q1 | $1.07M | Buy |
6,310
+1,350
| +27% | +$229K | 0.13% | 76 |
|
|
2023
Q4 | $783K | Hold |
4,960
| – | – | 0.1% | 80 |
|
|
2023
Q3 | $703K | Hold |
4,960
| – | – | 0.1% | 83 |
|
|
2023
Q2 | $742K | Buy |
+4,960
| New | +$742K | 0.11% | 84 |
|
|
2020
Q4 | – | Sell |
-2,383
| Closed | -$258K | – | 121 |
|
|
2020
Q3 | $258K | Buy |
+2,383
| New | +$258K | 0.06% | 98 |
|