TLA
Tanglewood Legacy Advisors’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,065
| Closed | -$38.7K | – | 294 |
|
|
2024
Q1 | $38.7K | Hold |
1,065
| – | – | 0.02% | 176 |
|
|
2023
Q4 | $35.8K | Hold |
1,065
| – | – | 0.02% | 175 |
|
|
2023
Q3 | $33K | Buy |
1,065
+852
| +400% | +$26.4K | 0.02% | 183 |
|
|
2023
Q2 | $34.6K | Hold |
213
| – | – | 0.02% | 187 |
|
|
2023
Q1 | $34.7K | Hold |
213
| – | – | 0.02% | 173 |
|
|
2022
Q4 | $33.8K | Buy |
+213
| New | +$33.8K | 0.02% | 154 |
|