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

Moulton Wealth Management, Inc

  • $129 Million
  • Q4 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 4,740 shares of RSP stock, worth $866,187. This represents 0.64% of its overall portfolio holdings.

Number of Shares
4,740
Previous 5,384 11.96%
Holding current value
$866,187
Previous $964,000 13.9%
% of portfolio
0.64%
Previous 0.82%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$174.22 - $187.62 $112,197 - $120,827
-644 Reduced 11.96%
4,740 $830,000
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
1,904
Shares Held
244M
Call Options Held
2.45M
Put Options Held
9.88M
View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

RSP Quotes by TradingView
  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
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