WFA of San Diego’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 | $641K | Buy |
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|
2024
Q3 | $425K | Hold |
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|
2024
Q2 | $390K | Buy |
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|
2023
Q3 | $353K | Hold |
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|
2023
Q2 | $373K | Sell |
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|
2023
Q1 | $464K | Sell |
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|
2022
Q4 | $465K | Hold |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $365K | Sell |
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|
2022
Q1 | $432K | Sell |
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|
2021
Q4 | $544K | Buy |
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|
2021
Q3 | $411K | Sell |
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|
2021
Q2 | $432K | Hold |
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|
2021
Q1 | $406K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $453K | Hold |
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|
2020
Q2 | $427K | Buy |
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