TMWM
Taylor & Morgan 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 | $5.32M | Sell |
29,288
-317
| -1% | -$57.6K | 3.59% | 8 |
|
|
2025
Q1 | $5.13M | Sell |
29,605
-329
| -1% | -$57K | 3.87% | 7 |
|
|
2024
Q4 | $5.25M | Sell |
29,934
-8,905
| -23% | -$1.56M | 3.69% | 7 |
|
|
2024
Q3 | $6.96M | Sell |
38,839
-487
| -1% | -$87.3K | 4.67% | 6 |
|
|
2024
Q2 | $6.46M | Sell |
39,326
-6,152
| -14% | -$1.01M | 4.57% | 6 |
|
|
2024
Q1 | $7.7M | Sell |
45,478
-4,069
| -8% | -$689K | 5.65% | 5 |
|
|
2023
Q4 | $7.82M | Sell |
49,547
-5,921
| -11% | -$934K | 6.22% | 4 |
|
|
2023
Q3 | $7.86M | Sell |
55,468
-2,324
| -4% | -$329K | 7.08% | 4 |
|
|
2023
Q2 | $8.65M | Sell |
57,792
-9,210
| -14% | -$1.38M | 7.1% | 4 |
|
|
2023
Q1 | $9.69M | Sell |
67,002
-2,119
| -3% | -$306K | 8.43% | 4 |
|
|
2022
Q4 | $9.76M | Sell |
69,121
-2,028
| -3% | -$286K | 9.2% | 4 |
|
|
2022
Q3 | $9.06M | Sell |
71,149
-106
| -0.1% | -$13.5K | 9.01% | 4 |
|
|
2022
Q2 | $9.57M | Buy |
71,255
+4,560
| +7% | +$612K | 9.07% | 3 |
|
|
2022
Q1 | $10.5M | Sell |
66,695
-3,248
| -5% | -$512K | 8.6% | 3 |
|
|
2021
Q4 | $11.4M | Buy |
+69,943
| New | +$11.4M | 9.21% | 3 |
|