Clearstead Advisors’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9K | Hold |
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2025
Q1 | $22.9K | Hold |
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|
2024
Q4 | $23K | Hold |
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|
2024
Q3 | $23.4K | Hold |
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|
2024
Q2 | $21.7K | Hold |
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|
2024
Q1 | $21.9K | Sell |
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|
2023
Q4 | $31.5K | Sell |
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|
2023
Q3 | $58.9K | Buy |
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|
2023
Q2 | $29.8K | Hold |
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|
2023
Q1 | $29.5K | Hold |
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|
2022
Q4 | $30.6K | Hold |
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|
2022
Q3 | $27K | Buy |
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|
2022
Q2 | $23K | Buy |
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|
2022
Q1 | $22K | Hold |
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|
2021
Q4 | $21K | Buy |
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