Williams Jones Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Sell |
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|
2025
Q1 | $3.13M | Sell |
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|
2024
Q4 | $3.26M | Buy |
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|
2024
Q3 | $2.96M | Sell |
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|
2024
Q2 | $2.86M | Sell |
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|
2024
Q1 | $3.7M | Sell |
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|
2023
Q4 | $3.48M | Sell |
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|
2023
Q3 | $3.4M | Buy |
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|
2023
Q2 | $3.49M | Buy |
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|
2023
Q1 | $3.21M | Sell |
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|
2022
Q4 | $3.2M | Sell |
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|
2022
Q3 | $2.94M | Buy |
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|
2022
Q2 | $2.91M | Sell |
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|
2022
Q1 | $3.51M | Sell |
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|
2021
Q4 | $3.73M | Sell |
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|
2021
Q3 | $3.53M | Sell |
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|
2021
Q2 | $3.88M | Sell |
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|
2021
Q1 | $4.24M | Sell |
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|
2020
Q4 | $4.28M | Sell |
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|
2020
Q3 | $3.75M | Sell |
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|
2020
Q2 | $3.78M | Sell |
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|
2020
Q1 | $3.53M | Sell |
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|
2019
Q4 | $5.02M | Sell |
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|
2019
Q3 | $4.78M | Buy |
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