TRIA
Trail Ridge Investment Advisors’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 | $1.45M | Sell |
7,877
-330
| -4% | -$60.6K | 0.7% | 37 |
|
|
2025
Q1 | $1.42M | Sell |
8,207
-2,292
| -22% | -$397K | 0.73% | 37 |
|
|
2024
Q4 | $1.84M | Buy |
10,499
+1,041
| +11% | +$182K | 0.87% | 33 |
|
|
2024
Q3 | $1.69M | Buy |
9,458
+1,098
| +13% | +$196K | 0.81% | 34 |
|
|
2024
Q2 | $1.37M | Buy |
8,360
+561
| +7% | +$92.2K | 0.71% | 40 |
|
|
2024
Q1 | $1.32M | Buy |
+7,799
| New | +$1.32M | 0.75% | 38 |
|