WR Wealth Planners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $417K | Sell |
2,377
-168
| -7% | -$29.4K | 0.13% | 106 |
|
|
2024
Q3 | $456K | Sell |
2,545
-48
| -2% | -$8.6K | 0.13% | 109 |
|
|
2024
Q2 | $426K | Sell |
2,593
-54
| -2% | -$8.87K | 0.13% | 104 |
|
|
2024
Q1 | $448K | Sell |
2,647
-28
| -1% | -$4.74K | 0.14% | 104 |
|
|
2023
Q4 | $422K | Sell |
2,675
-501
| -16% | -$79K | 0.16% | 115 |
|
|
2023
Q3 | $450K | Sell |
3,176
-843
| -21% | -$119K | 0.17% | 98 |
|
|
2023
Q2 | $601K | Buy |
4,019
+914
| +29% | +$137K | 0.23% | 69 |
|
|
2023
Q1 | $449K | Sell |
3,105
-160
| -5% | -$23.1K | 0.19% | 86 |
|
|
2022
Q4 | $461K | Buy |
3,265
+187
| +6% | +$26.4K | 0.28% | 60 |
|
|
2022
Q3 | $392K | Sell |
3,078
-102
| -3% | -$13K | 0.28% | 60 |
|
|
2022
Q2 | $427K | Buy |
3,180
+22
| +0.7% | +$2.95K | 0.28% | 57 |
|
|
2022
Q1 | $498K | Buy |
+3,158
| New | +$498K | 0.3% | 58 |
|