TTWM
TCV Trust & 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 | $297K | Hold |
1,631
| – | – | 0.03% | 183 |
|
|
2025
Q1 | $283K | Hold |
1,631
| – | – | 0.03% | 170 |
|
|
2024
Q4 | $286K | Sell |
1,631
-1,175
| -42% | -$206K | 0.03% | 167 |
|
|
2024
Q3 | $839K | Buy |
2,806
+549
| +24% | +$164K | 0.08% | 110 |
|
|
2024
Q2 | $590K | Buy |
2,257
+582
| +35% | +$152K | 0.06% | 125 |
|
|
2024
Q1 | $284K | Buy |
1,675
+350
| +26% | +$59.3K | 0.03% | 169 |
|
|
2023
Q4 | $209K | Buy |
+1,325
| New | +$209K | 0.02% | 186 |
|