YorkBridge Wealth Partners’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,750
| Closed | -$31K | – | 550 |
|
|
2019
Q2 | $31K | Hold |
1,750
| – | – | 0.01% | 416 |
|
|
2019
Q1 | $30K | Sell |
1,750
-250
| -13% | -$4.29K | 0.01% | 415 |
|
|
2018
Q4 | $28K | Hold |
2,000
| – | – | 0.01% | 393 |
|
|
2018
Q3 | $34K | Hold |
2,000
| – | – | 0.02% | 404 |
|
|
2018
Q2 | $32K | Buy |
+2,000
| New | +$32K | 0.01% | 422 |
|
|
2018
Q1 | – | Sell |
-2,000
| Closed | -$29K | – | 875 |
|
|
2017
Q4 | $29K | Hold |
2,000
| – | – | 0.01% | 442 |
|
|
2017
Q3 | $27K | Hold |
2,000
| – | – | 0.01% | 457 |
|
|
2017
Q2 | $25K | Hold |
2,000
| – | – | 0.01% | 458 |
|
|
2017
Q1 | $25K | Buy |
+2,000
| New | +$25K | 0.01% | 455 |
|