CCFM
Clear Creek Financial Management’s Invesco S&P 500 Minimum Variance ETF SPMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,184
| Closed | -$228K | – | 340 |
|
|
2023
Q1 | $228K | Sell |
6,184
-1,270
| -17% | -$46.9K | 0.04% | 264 |
|
|
2022
Q4 | $272K | Sell |
7,454
-733
| -9% | -$26.7K | 0.06% | 226 |
|
|
2022
Q3 | $275K | Buy |
8,187
+1,889
| +30% | +$63.5K | 0.06% | 205 |
|
|
2022
Q2 | $225K | Sell |
6,298
-651
| -9% | -$23.3K | 0.05% | 258 |
|
|
2022
Q1 | $279K | Hold |
6,949
| – | – | 0.04% | 268 |
|
|
2021
Q4 | $289K | Hold |
6,949
| – | – | 0.04% | 255 |
|
|
2021
Q3 | $258K | Hold |
6,949
| – | – | 0.04% | 261 |
|
|
2021
Q2 | $259K | Buy |
+6,949
| New | +$259K | 0.04% | 255 |
|
|
2021
Q1 | – | Sell |
-11,351
| Closed | -$385K | – | 228 |
|
|
2020
Q4 | $385K | Buy |
+11,351
| New | +$385K | 0.07% | 211 |
|
|
2020
Q3 | – | Sell |
-14,269
| Closed | -$422K | – | 240 |
|
|
2020
Q2 | $422K | Buy |
+14,269
| New | +$422K | 0.11% | 134 |
|