TLA
Tanglewood Legacy 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 | $132K | Hold |
727
| – | – | 0.05% | 112 |
|
|
2025
Q1 | $126K | Hold |
727
| – | – | 0.06% | 113 |
|
|
2024
Q4 | $127K | Buy |
+727
| New | +$127K | 0.05% | 110 |
|
|
2023
Q4 | – | Sell |
-575
| Closed | -$81.5K | – | 290 |
|
|
2023
Q3 | $81.5K | Hold |
575
| – | – | 0.05% | 126 |
|
|
2023
Q2 | $86K | Hold |
575
| – | – | 0.05% | 127 |
|
|
2023
Q1 | $83.2K | Hold |
575
| – | – | 0.05% | 123 |
|
|
2022
Q4 | $81.2K | Buy |
+575
| New | +$81.2K | 0.06% | 107 |
|