Invesco S&p 500 Equal Weight Etf shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Invesco S&p 500 Equal Weight Etf
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Quarterly reported holdings in Invesco S&p 500 Equal Weight Etf by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $85k | 500 | 169.37 |
| 2023-12-31 | $79k | 500 | 157.80 |
| 2023-09-30 | $71k | 500 | 141.69 |
| 2023-06-30 | $75k | 500 | 149.64 |
| 2023-03-31 | $130k | 900 | 144.62 |
| 2022-12-31 | $127k | 900 | 141.25 |
| 2022-09-30 | $115k | 900 | 127.78 |
| 2022-06-30 | $121k | 900 | 134.44 |
| 2022-03-31 | $142k | 900 | 157.78 |
| 2021-12-31 | $150k | 921 | 162.87 |
| 2021-09-30 | $135k | 900 | 150.00 |
| 2021-06-30 | $136k | 900 | 151.11 |
| 2021-03-31 | $127k | 900 | 141.11 |
| 2020-12-31 | $115k | 900 | 127.78 |
| 2020-09-30 | $97k | 900 | 107.78 |
| 2020-06-30 | $92k | 900 | 102.22 |
| 2020-03-31 | $76k | 900 | 84.44 |
| 2019-12-31 | $104k | 900 | 115.56 |
| 2019-09-30 | $97k | 900 | 107.78 |
| 2019-06-30 | $97k | 900 | 107.78 |
| 2019-03-31 | $94k | 900 | 104.44 |
| 2018-12-31 | $91k | 900 | 101.11 |
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