TCWA
Turtle Creek Wealth 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 | $335K | Buy |
+1,842
| New | +$335K | 0.04% | 209 |
|
|
2024
Q4 | – | Sell |
-1,515
| Closed | -$271K | – | 148 |
|
|
2024
Q3 | $271K | Buy |
1,515
+122
| +9% | +$21.9K | 0.05% | 146 |
|
|
2024
Q2 | $229K | Hold |
1,393
| – | – | 0.05% | 140 |
|
|
2024
Q1 | $236K | Hold |
1,393
| – | – | 0.06% | 136 |
|
|
2023
Q4 | $220K | Buy |
+1,393
| New | +$220K | 0.06% | 141 |
|