A detailed history of Bergan Kdv Wealth Management, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 145 shares of RSP stock, worth $25,944. This represents 0.0% of its overall portfolio holdings.

Number of Shares
145
Previous 204 28.92%
Holding current value
$25,944
Previous $29,000 27.59%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$139.61 - $149.64 $8,236 - $8,828
-59 Reduced 28.92%
145 $21,000
Q1 2023

Apr 27, 2023

BUY
$137.35 - $154.96 $26,645 - $30,062
194 Added 1940.0%
204 $29,000
Q1 2021

May 11, 2021

SELL
$125.7 - $142.8 $1,005 - $1,142
-8 Reduced 44.44%
10 $1,000
Q3 2020

Nov 05, 2020

BUY
$100.38 - $113.96 $1,806 - $2,051
18 New
18 $2,000

Others Institutions Holding RSP

About INVESCO S&P 500 EQUAL WEIGHT E


  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
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