TFA
Triad Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $213K | Hold |
1,500
| – | – | 0.07% | 96 |
|
|
2023
Q2 | $224K | Hold |
1,500
| – | – | 0.09% | 92 |
|
|
2023
Q1 | $217K | Hold |
1,500
| – | – | 0.09% | 94 |
|
|
2022
Q4 | $212K | Buy |
+1,500
| New | +$212K | 0.09% | 105 |
|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$201K | – | 108 |
|
|
2022
Q2 | $201K | Hold |
1,500
| – | – | 0.11% | 102 |
|
|
2022
Q1 | $237K | Hold |
1,500
| – | – | 0.13% | 99 |
|
|
2021
Q4 | $244K | Buy |
+1,500
| New | +$244K | 0.14% | 107 |
|