Joseph Group Capital Management RYF Holdings History
Joseph Group Capital Management's Invesco S P 500 Equal Weight Financials ETF Holding Summary
As of 2025-03-31, Joseph Group Capital Management held 102,627.00 shares of Invesco S P 500 Equal Weight Financials ETF(RYF), totaling $7.44 Mil. This investment constitutes 2.84% of their stock portfolio, and Joseph Group Capital Management now holds -% of the outstanding Invesco S P 500 Equal Weight Financials ETF(RYF) stock.
The initial trade took place in 2024Q1. And since then Joseph Group Capital Management has made 3 purchases of RYF, at an average price of $60.44, for a total of 106,087.00 shares. In addition, there have been 2 sales at an average price of $73.36 for 3,460.00 shares. Based on historical transaction data and RYF's current price of $50.64, Joseph Group Capital Management's estimated gain on his RYF holdings is $-961,540.20, reflecting a -15.00% gain to date.
Joseph Group Capital Management RYF ($50.64) Holding Chart
Joseph Group Capital Management RYF ($50.64) 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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