WesMark Tactical Opportunity Fund RSP Holdings History
WesMark Tactical Opportunity Fund's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, WESMARK FUNDS held 11,000.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $1.91 Mil. This investment constitutes 4.17% of their stock portfolio, and WESMARK FUNDS now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2024Q4. And since then WesMark Tactical Opportunity Fund has made 2 purchases of RSP, at an average price of $180.02, for a total of 11,000.00 shares. Based on historical transaction data and RSP's current price of $178.88, WesMark Tactical Opportunity Fund's estimated gain on his RSP holdings is $-12,500.00, reflecting a -0.63% gain to date.
WesMark Tactical Opportunity Fund RSP ($178.88) Holding Chart
WesMark Tactical Opportunity Fund RSP ($178.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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