B. Riley Wealth Management’s Invesco S&P 500 Enhanced Value ETF SPVU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-4,809
| Closed | -$216K | – | 808 |
|
2022
Q1 | $216K | Hold |
4,809
| – | – | 0.02% | 542 |
|
2021
Q4 | $214K | Sell |
4,809
-71
| -1% | -$3.16K | 0.01% | 567 |
|
2021
Q3 | $201K | Sell |
4,880
-296
| -6% | -$12.2K | 0.02% | 571 |
|
2021
Q2 | $218K | Sell |
5,176
-258
| -5% | -$10.9K | 0.02% | 366 |
|
2021
Q1 | $217K | Buy |
+5,434
| New | +$217K | 0.03% | 355 |
|