Stevard, LLC RSP Holdings History

Number of Shares
2,867.00
Current Holdings Value*
$502,380.00
% of Portfolio
1.88%
Total Estimate Gain
$110,122.00
% of Total Estimate Gain
15.62%

Stevard, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2024-12-31, Stevard, LLC held 2,867.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $502,380.00. This investment constitutes 1.88% of their stock portfolio, and Stevard, LLC now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2022Q3. And since then Stevard, LLC has made 6 purchases of RSP, at an average price of $145.22, for a total of 4,856.00 shares. In addition, there have been 2 sales at an average price of $166.46 for 1,989.00 shares. Based on historical transaction data and RSP's current price of $168.90, Stevard, LLC's estimated gain on his RSP holdings is $110,122.00, reflecting a 15.62% gain to date.

Stevard, LLC RSP ($168.90) Holding Chart

Stevard, LLC RSP ($168.90) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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