Capasso Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,779
| Closed | -$557K | – | 99 |
|
|
2025
Q1 | $557K | Buy |
10,779
+197
| +2% | +$10.2K | 0.23% | 65 |
|
|
2024
Q4 | $521K | Buy |
10,582
+1
| +0% | +$49 | 0.21% | 71 |
|
|
2024
Q3 | $527K | Hold |
10,581
| – | – | 0.16% | 92 |
|
|
2024
Q2 | $507K | Buy |
10,581
+586
| +6% | +$28.1K | 0.16% | 85 |
|
|
2024
Q1 | $498K | Sell |
9,995
-4,191
| -30% | -$209K | 0.21% | 60 |
|
|
2023
Q4 | $627K | Buy |
14,186
+184
| +1% | +$8.14K | 0.29% | 50 |
|
|
2023
Q3 | $567K | Buy |
14,002
+1,512
| +12% | +$61.2K | 0.3% | 47 |
|
|
2023
Q2 | $508K | Sell |
12,490
-400
| -3% | -$16.3K | 0.27% | 53 |
|
|
2023
Q1 | $517K | Buy |
+12,890
| New | +$517K | 0.3% | 55 |
|