Valued Retirements, Inc. RSP Holdings History
Number of Shares
8,626.00
Current Holdings Value*
$1.49 Mil
% of Portfolio
1.96%
Total Estimate Gain
$68,988.36
% of Total Estimate Gain
4.46%
Valued Retirements, Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Valued Retirements, Inc. held 8,626.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $1.49 Mil. This investment constitutes 1.96% of their stock portfolio, and Valued Retirements, Inc. now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2024Q4. And since then Valued Retirements, Inc. has made 2 purchases of RSP, at an average price of $179.25, for a total of 8,626.00 shares. Based on historical transaction data and RSP's current price of $187.25, Valued Retirements, Inc.'s estimated gain on his RSP holdings is $68,988.36, reflecting a 4.46% gain to date.
Valued Retirements, Inc. RSP ($187.25) Holding Chart
Valued Retirements, Inc. RSP ($187.25) 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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