TW
TrinityPoint Wealth’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,355
| Closed | -$416K | – | 337 |
|
|
2024
Q2 | $416K | Buy |
11,355
+360
| +3% | +$13.2K | 0.07% | 223 |
|
|
2024
Q1 | $387K | Buy |
10,995
+37
| +0.3% | +$1.3K | 0.06% | 220 |
|
|
2023
Q4 | $358K | Buy |
10,958
+154
| +1% | +$5.03K | 0.06% | 224 |
|
|
2023
Q3 | $304K | Buy |
10,804
+9,774
| +949% | +$275K | 0.06% | 225 |
|
|
2023
Q2 | $303K | Buy |
+1,030
| New | +$303K | 0.06% | 224 |
|