TWM
Trinity Wealth Management’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.5M | Buy |
142,004
+109,253
| +334% | +$5M | 2.58% | 10 |
|
|
2025
Q1 | $1.25M | Buy |
+32,751
| New | +$1.25M | 0.57% | 23 |
|
|
2022
Q1 | – | Sell |
-7,178
| Closed | -$1.51M | – | 42 |
|
|
2021
Q4 | $1.51M | Buy |
7,178
+1,025
| +17% | +$216K | 1.04% | 18 |
|
|
2021
Q3 | $1.19M | Buy |
+6,153
| New | +$1.19M | 0.9% | 17 |
|