TCM
TruNorth Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Sell |
967
-127
| -12% | -$23.1K | 0.04% | 92 |
|
|
2025
Q1 | $190K | Buy |
1,094
+127
| +13% | +$22K | 0.05% | 106 |
|
|
2024
Q4 | $169K | Hold |
967
| – | – | 0.05% | 78 |
|
|
2024
Q3 | $173K | Hold |
967
| – | – | 0.05% | 71 |
|
|
2024
Q2 | $159K | Hold |
967
| – | – | 0.05% | 70 |
|
|
2024
Q1 | $164K | Buy |
+967
| New | +$164K | 0.06% | 68 |
|