Concert Wealth Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.2M | Hold |
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|
2016
Q4 | $1.2M | Sell |
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|
2016
Q3 | $1.19M | Sell |
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|
2016
Q2 | $1.1M | Buy |
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|
2016
Q1 | $1.06M | Buy |
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|
2015
Q4 | $1.03M | Buy |
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|
2015
Q3 | $1.01M | Sell |
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|
2015
Q2 | $1.52M | Sell |
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|
2015
Q1 | $1.51M | Sell |
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|
2014
Q4 | $1.58M | Buy |
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|
2014
Q3 | $1.45M | Sell |
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|
2014
Q2 | $1.53M | Sell |
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|
2014
Q1 | $1.67M | Buy |
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|
2013
Q4 | $1.58M | Buy |
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|
2013
Q3 | $1.08M | Sell |
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|
2013
Q2 | $982K | Buy |
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