TCBWMS
Texas Capital Bank Wealth Management Services’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 | $1.86M | Buy |
10,234
+125
| +1% | +$22.7K | 0.17% | 67 |
|
|
2025
Q1 | $1.75M | Buy |
+10,109
| New | +$1.75M | 0.18% | 63 |
|
|
2023
Q1 | – | Sell |
-1,596
| Closed | -$225K | – | 198 |
|
|
2022
Q4 | $225K | Buy |
+1,596
| New | +$225K | 0.03% | 150 |
|
|
2022
Q1 | – | Sell |
-1,586
| Closed | -$258K | – | 181 |
|
|
2021
Q4 | $258K | Buy |
+1,586
| New | +$258K | 0.02% | 138 |
|