Advocacy Wealth Management Services’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-206
| Closed | -$5K | – | 296 |
|
|
2017
Q1 | $5K | Buy |
+206
| New | +$5K | ﹤0.01% | 259 |
|
|
2016
Q4 | – | Sell |
-13,671
| Closed | -$288K | – | 365 |
|
|
2016
Q3 | $288K | Sell |
13,671
-1,840
| -12% | -$38.8K | 0.11% | 43 |
|
|
2016
Q2 | $321K | Buy |
15,511
+4,990
| +47% | +$103K | 0.16% | 50 |
|
|
2016
Q1 | $213K | Buy |
+10,521
| New | +$213K | 0.15% | 82 |
|