ZF
Zhang Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Buy |
2,331
+205
| +10% | +$37.3K | 0.02% | 211 |
|
|
2025
Q1 | $368K | Buy |
2,126
+54
| +3% | +$9.35K | 0.02% | 225 |
|
|
2024
Q4 | $363K | Buy |
2,072
+346
| +20% | +$60.6K | 0.02% | 225 |
|
|
2024
Q3 | $309K | Sell |
1,726
-804
| -32% | -$144K | 0.02% | 227 |
|
|
2024
Q2 | $416K | Buy |
2,530
+3
| +0.1% | +$493 | 0.03% | 202 |
|
|
2024
Q1 | $428K | Sell |
2,527
-95
| -4% | -$16.1K | 0.03% | 201 |
|
|
2023
Q4 | $414K | Buy |
2,622
+935
| +55% | +$148K | 0.04% | 195 |
|
|
2023
Q3 | $240K | Sell |
1,687
-63
| -4% | -$8.95K | 0.02% | 218 |
|
|
2023
Q2 | $265K | Buy |
1,750
+16
| +0.9% | +$2.42K | 0.03% | 209 |
|
|
2023
Q1 | $251K | Hold |
1,734
| – | – | 0.03% | 205 |
|
|
2022
Q4 | $245K | Hold |
1,734
| – | – | 0.03% | 203 |
|
|
2022
Q3 | $221K | Hold |
1,734
| – | – | 0.03% | 199 |
|
|
2022
Q2 | $233K | Sell |
1,734
-63
| -4% | -$8.47K | 0.04% | 193 |
|
|
2022
Q1 | $283K | Buy |
1,797
+63
| +4% | +$9.92K | 0.05% | 183 |
|
|
2021
Q4 | $282K | Hold |
1,734
| – | – | 0.05% | 169 |
|
|
2021
Q3 | $260K | Buy |
+1,734
| New | +$260K | 0.06% | 137 |
|