Number of Shares
228.00
Current Holdings Value*
$11,380.00
% of Portfolio
0%
Total Estimate Gain
$-18,319.84
% of Total Estimate Gain
-0.62%

Joseph Group Capital Management's Invesco S&P 500 Equal Weight Consumer Discretionary ETF Holding Summary

As of 2025-03-31, Joseph Group Capital Management held 228.00 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF(RSPD), totaling $11,380.00. This investment constitutes 0% of their stock portfolio, and Joseph Group Capital Management now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight Consumer Discretionary ETF(RSPD) stock.

The initial trade took place in 2024Q4. And since then Joseph Group Capital Management has made 1 purchases of RSPD, at an average price of $53.49, for a total of 55,270.00 shares. In addition, there have been 1 sales at an average price of $53.15 for 55,042.00 shares. Based on historical transaction data and RSPD's current price of $55.22, Joseph Group Capital Management's estimated gain on his RSPD holdings is $-18,319.84, reflecting a -0.62% gain to date.

Joseph Group Capital Management RSPD ($55.22) Holding Chart

Joseph Group Capital Management RSPD ($55.22) 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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