Baldwin Wealth Partners’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,504
| Closed | -$58K | – | 535 |
|
|
2018
Q3 | $58K | Hold |
1,504
| – | – | 0.01% | 296 |
|
|
2018
Q2 | $57K | Hold |
1,504
| – | – | 0.01% | 299 |
|
|
2018
Q1 | $53K | Hold |
1,504
| – | – | 0.01% | 284 |
|
|
2017
Q4 | $55K | Hold |
1,504
| – | – | 0.01% | 291 |
|
|
2017
Q3 | $52K | Hold |
1,504
| – | – | 0.01% | 288 |
|
|
2017
Q2 | $51K | Buy |
+1,504
| New | +$51K | 0.01% | 296 |
|