Zimmermann Investment Management & Planning’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	–	Sell	-1,819	Closed	-$326K	–	109
2024 Q3	$326K	Buy	1,819 +60	+3%	+$10.8K	0.1%	106
2024 Q2	$289K	Buy	1,759 +334	+23%	+$54.9K	0.1%	110
2024 Q1	$241K	Buy	+1,425	New	+$241K	0.09%	119