TWA
TCI Wealth Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-463
| Closed | -$19K | – | 837 |
|
|
2023
Q1 | $19K | Hold |
463
| – | – | ﹤0.01% | 735 |
|
|
2022
Q4 | $18.6K | Hold |
463
| – | – | ﹤0.01% | 730 |
|
|
2022
Q3 | $17K | Sell |
463
-1,220
| -72% | -$44.8K | ﹤0.01% | 728 |
|
|
2022
Q2 | $66K | Buy |
1,683
+1,220
| +263% | +$47.8K | 0.01% | 311 |
|
|
2022
Q1 | $22K | Hold |
463
| – | – | ﹤0.01% | 652 |
|
|
2021
Q4 | $22K | Hold |
463
| – | – | ﹤0.01% | 661 |
|
|
2021
Q3 | $21K | Hold |
463
| – | – | ﹤0.01% | 653 |
|
|
2021
Q2 | $21K | Hold |
463
| – | – | ﹤0.01% | 580 |
|
|
2021
Q1 | $20K | Buy |
463
+367
| +382% | +$15.9K | 0.01% | 551 |
|
|
2020
Q4 | $4K | Buy |
+96
| New | +$4K | ﹤0.01% | 930 |
|