Carolina Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-61
| Closed | -$3K | – | 259 |
|
|
2022
Q3 | $3K | Hold |
61
| – | – | ﹤0.01% | 199 |
|
|
2022
Q2 | $3K | Hold |
61
| – | – | ﹤0.01% | 225 |
|
|
2022
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 221 |
|
|
2021
Q4 | $4K | Hold |
61
| – | – | ﹤0.01% | 228 |
|
|
2021
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 223 |
|
|
2021
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 241 |
|
|
2021
Q1 | $3K | Hold |
61
| – | – | ﹤0.01% | 273 |
|
|
2020
Q4 | $3K | Hold |
61
| – | – | ﹤0.01% | 208 |
|
|
2020
Q3 | $3K | Hold |
61
| – | – | ﹤0.01% | 184 |
|
|
2020
Q2 | $3K | Hold |
61
| – | – | ﹤0.01% | 148 |
|
|
2020
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 154 |
|
|
2019
Q4 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 163 |
|