Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $911K | Buy |
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|
2023
Q4 | $834K | Hold |
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|
2023
Q3 | $749K | Sell |
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|
2023
Q2 | $796K | Sell |
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|
2023
Q1 | $785K | Hold |
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|
2022
Q4 | $766K | Buy |
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|
2022
Q3 | $288K | Hold |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | $321K | Sell |
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|
2021
Q4 | $361K | Hold |
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|
2021
Q3 | $333K | Buy |
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|
2021
Q2 | $232K | Sell |
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|
2021
Q1 | $5.84M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.31M | Buy |
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|
2019
Q2 | $1.17M | Sell |
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|
2019
Q1 | $1.13M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.19M | Sell |
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|
2018
Q2 | $2.1M | Sell |
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|
2018
Q1 | $2.13M | Sell |
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|
2017
Q4 | $2.39M | Sell |
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|
2017
Q3 | $2.57M | Sell |
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|
2017
Q2 | $4.09M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $664K | Buy |
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|
2014
Q4 | $639K | Sell |
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|
2014
Q3 | $739K | Buy |
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|
2014
Q2 | $698K | Buy |
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|
2014
Q1 | $549K | Buy |
|