Commonwealth Equity Services’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 | – | Sell |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $256K | Sell |
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|
2024
Q2 | $325K | Sell |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $327K | Sell |
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|
2023
Q3 | $309K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $213K | Buy |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q4 | $236K | Buy |
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|
2021
Q3 | $221K | Sell |
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|
2021
Q2 | $227K | Buy |
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|
2021
Q1 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $236K | Sell |
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|
2019
Q3 | $230K | Sell |
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|
2019
Q2 | $283K | Sell |
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|
2019
Q1 | $528K | Sell |
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|
2018
Q4 | $539K | Sell |
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|
2018
Q3 | $1.07M | Sell |
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|
2018
Q2 | $1.23M | Sell |
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|
2018
Q1 | $1.71M | Buy |
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|
2017
Q4 | $1.64M | Buy |
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|
2017
Q3 | $1.4M | Buy |
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|
2017
Q2 | $1.04M | Buy |
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|
2017
Q1 | $749K | Buy |
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|
2016
Q4 | $202K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $206K | Hold |
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|
2013
Q4 | $204K | Buy |
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