TWM
TMD 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.18M | Buy |
37,627
+7,169
| +24% | +$1.18M | 1.36% | 17 |
|
|
2024
Q1 | $5.16M | Sell |
30,458
-41,636
| -58% | -$7.05M | 1.2% | 19 |
|
|
2023
Q4 | $11.4M | Sell |
72,094
-3,637
| -5% | -$574K | 2.96% | 10 |
|
|
2023
Q3 | $10.7M | Sell |
75,731
-27,105
| -26% | -$3.84M | 3.06% | 12 |
|
|
2023
Q2 | $15.4M | Buy |
102,836
+92,490
| +894% | +$13.8M | 4.01% | 8 |
|
|
2023
Q1 | $1.5M | Buy |
10,346
+3,493
| +51% | +$505K | 0.42% | 21 |
|
|
2022
Q4 | $968K | Buy |
+6,853
| New | +$968K | 0.43% | 21 |
|