Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5.46M | Buy |
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|
2021
Q4 | $5.33M | Buy |
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|
2021
Q3 | $3.88M | Buy |
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|
2021
Q2 | $2.48M | Buy |
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|
2021
Q1 | $471K | Sell |
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|
2020
Q4 | $438K | Sell |
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|
2020
Q3 | $428K | Sell |
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|
2020
Q2 | $467K | Sell |
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|
2020
Q1 | $592K | Sell |
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|
2019
Q4 | $851K | Hold |
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|
2019
Q3 | $767K | Sell |
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|
2019
Q2 | $863K | Buy |
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