Charles Carroll Financial Partners, LLC RSP Holdings History
Charles Carroll Financial Partners, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2023-12-31, Charles Carroll Financial Partners, LLC held 8,075.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $1.27 Mil. This investment constitutes 1.37% of their stock portfolio, and Charles Carroll Financial Partners, LLC now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2023Q2. And since then Charles Carroll Financial Partners, LLC has made 2 purchases of RSP, at an average price of $145.03, for a total of 21,650.00 shares. In addition, there have been 1 sales at an average price of $145.27 for 13,575.00 shares. Based on historical transaction data and RSP's current price of $183.70, Charles Carroll Financial Partners, LLC's estimated gain on his RSP holdings is $315,525.75, reflecting a 10.05% gain to date.
Charles Carroll Financial Partners, LLC RSP ($183.70) Holding Chart
Charles Carroll Financial Partners, LLC RSP ($183.70) 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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