Allworth Financial’s Invesco S&P Spin-Off ETF CSD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33.6K | Hold |
400
| – | – | ﹤0.01% | 2187 |
|
2025
Q1 | $28.9K | Hold |
400
| – | – | ﹤0.01% | 1842 |
|
2024
Q4 | $36.6K | Hold |
400
| – | – | ﹤0.01% | 1736 |
|
2024
Q3 | $32.1K | Hold |
400
| – | – | ﹤0.01% | 1607 |
|
2024
Q2 | $29K | Hold |
400
| – | – | ﹤0.01% | 1640 |
|
2024
Q1 | $28.4K | Hold |
400
| – | – | ﹤0.01% | 1571 |
|
2023
Q4 | $25.8K | Buy |
+400
| New | +$25.8K | ﹤0.01% | 1504 |
|