CTWM
Cherry Tree Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46M | Sell |
30,063
-1,060
| -3% | -$193K | 1.27% | 25 |
|
|
2025
Q1 | $5.39M | Buy |
31,123
+866
| +3% | +$150K | 1.3% | 23 |
|
|
2024
Q4 | $5.3M | Buy |
30,257
+3,581
| +13% | +$627K | 1.31% | 24 |
|
|
2024
Q3 | $4.78M | Buy |
26,676
+3,742
| +16% | +$670K | 1.13% | 27 |
|
|
2024
Q2 | $3.77M | Buy |
22,934
+4,721
| +26% | +$776K | 0.95% | 31 |
|
|
2024
Q1 | $3.08M | Buy |
18,213
+3,817
| +27% | +$646K | 0.78% | 35 |
|
|
2023
Q4 | $2.27M | Buy |
14,396
+3,814
| +36% | +$602K | 0.61% | 40 |
|
|
2023
Q3 | $1.5M | Buy |
10,582
+10,179
| +2,526% | +$1.44M | 0.44% | 43 |
|
|
2023
Q2 | $60.3K | Buy |
+403
| New | +$60.3K | 0.02% | 218 |
|