YHB Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
18,144
+6,787
| +60% | +$1.23M | 0.25% | 93 |
|
|
2025
Q1 | $1.97M | Buy |
11,357
+1,700
| +18% | +$294K | 0.16% | 124 |
|
|
2024
Q4 | $1.69M | Buy |
9,657
+7,612
| +372% | +$1.33M | 0.14% | 128 |
|
|
2024
Q3 | $366K | Sell |
2,045
-20
| -1% | -$3.58K | 0.03% | 223 |
|
|
2024
Q2 | $339K | Sell |
2,065
-805
| -28% | -$132K | 0.03% | 225 |
|
|
2024
Q1 | $486K | Buy |
2,870
+645
| +29% | +$109K | 0.04% | 192 |
|
|
2023
Q4 | $351K | Buy |
2,225
+75
| +3% | +$11.8K | 0.03% | 215 |
|
|
2023
Q3 | $305K | Buy |
+2,150
| New | +$305K | 0.03% | 222 |
|