Moulton Wealth Management, Inc Invesco S&P 500 Equal Weight E Transaction History

Moulton Wealth Management, Inc

$118 Million
Q3 2024

A detailed history of Moulton Wealth Management, Inc transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 5,384 shares of RSP stock, worth $951,137. This represents 0.82% of its overall portfolio holdings.

Number of Shares

5,384

Previous 8,899 39.5%

Holding current value

$951,137

Previous $1.46 Million 34.02%

% of portfolio

0.82%

Previous 1.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$162.83 - $179.16 $572,347 - $629,747	-3,515 Reduced 39.5%	5,384 $964,000
Q2 2024 Jul 16, 2024	BUY	$159.21 - $168.37 $1.42 Million - $1.5 Million	8,899 New	8,899 $1.46 Million
Q1 2022 Apr 19, 2022	SELL	$148.26 - $164.2 $4.29 Million - $4.75 Million	-28,949 Reduced 74.72%	9,794 $1.55 Million
Q4 2021 Jan 12, 2022	BUY	$150.88 - $163.01 $503,486 - $543,964	3,337 Added 9.42%	38,743 $6.37 Million
Q3 2021 Oct 12, 2021	BUY	$146.61 - $157.39 $463,434 - $497,509	3,161 Added 9.8%	35,406 $5.38 Million
Q2 2021 Jul 20, 2021	SELL	$143.08 - $152.26 $1.3 Million - $1.39 Million	-9,104 Reduced 22.02%	32,245 $4.86 Million
Q1 2021 Apr 08, 2021	SELL	$125.7 - $142.8 $10.6 Million - $12 Million	-84,083 Reduced 67.03%	41,349 $5.98 Million
Q4 2020 Jan 12, 2021	BUY	$106.78 - $127.54 $13.4 Million - $16 Million	125,432 New	125,432 $16.5 Million

Others Institutions Holding RSP

# of Institutions

1,833

Shares Held

233M

Call Options Held

2.45M

Put Options Held

9.88M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
Industry ETFs

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Moulton Wealth Management, Inc Invesco S&P 500 Equal Weight E Transaction History