Western Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,320
| Closed | -$211K | – | 662 |
|
|
2022
Q4 | $211K | Sell |
7,320
-8,020
| -52% | -$231K | 0.02% | 559 |
|
|
2022
Q3 | $386K | Hold |
15,340
| – | – | 0.02% | 567 |
|
|
2022
Q2 | $411K | Hold |
15,340
| – | – | 0.02% | 528 |
|
|
2022
Q1 | $470K | Buy |
15,340
+7,670
| +100% | +$235K | 0.02% | 544 |
|
|
2021
Q4 | $245K | Buy |
+7,670
| New | +$245K | 0.02% | 522 |
|
|
2021
Q2 | $226K | Hold |
7,690
| – | – | 0.02% | 571 |
|
|
2021
Q1 | $206K | Hold |
7,690
| – | – | 0.03% | 497 |
|
|
2020
Q4 | $201K | Buy |
+7,690
| New | +$201K | 0.03% | 449 |
|