WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $2.36M | Buy |
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|
2024
Q3 | $2.2M | Buy |
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|
2024
Q2 | $1.54M | Buy |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $3.08M | Sell |
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|
2022
Q3 | $4.56M | Sell |
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|
2022
Q2 | $10.3M | Sell |
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|
2022
Q1 | $17M | Buy |
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|
2021
Q4 | $15.7M | Buy |
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|
2021
Q3 | $10M | Buy |
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|
2021
Q2 | $7.79M | Buy |
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|
2021
Q1 | $5.58M | Buy |
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|
2020
Q4 | $490K | Buy |
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|
2020
Q3 | $305K | Hold |
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|
2020
Q2 | $287K | Hold |
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|
2020
Q1 | $237K | Hold |
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|
2019
Q4 | $326K | Buy |
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