TWA
Tandem Wealth Advisors’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 | $13.1M | Buy |
71,863
+10,970
| +18% | +$1.99M | 6.46% | 7 |
|
|
2025
Q1 | $10.5M | Sell |
60,893
-1,209
| -2% | -$209K | 5.51% | 8 |
|
|
2024
Q4 | $10.9M | Sell |
62,102
-3,096
| -5% | -$543K | 5.55% | 8 |
|
|
2024
Q3 | $11.7M | Buy |
65,198
+8,423
| +15% | +$1.51M | 5.92% | 8 |
|
|
2024
Q2 | $9.33M | Buy |
56,775
+1,222
| +2% | +$201K | 5% | 9 |
|
|
2024
Q1 | $9.33M | Buy |
55,553
+10,036
| +22% | +$1.68M | 5.13% | 8 |
|
|
2023
Q4 | $7.18M | Sell |
45,517
-1,054
| -2% | -$166K | 4.14% | 10 |
|
|
2023
Q3 | $6.6M | Buy |
46,571
+1,537
| +3% | +$218K | 4.03% | 10 |
|
|
2023
Q2 | $6.73M | Sell |
45,034
-52
| -0.1% | -$7.78K | 4.07% | 11 |
|
|
2023
Q1 | $6.52M | Buy |
45,086
+37,296
| +479% | +$5.39M | 4.06% | 10 |
|
|
2022
Q4 | $1.1M | Buy |
+7,790
| New | +$1.1M | 0.7% | 19 |
|