Creative Planning’s Invesco S&P Spin-Off ETF CSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,000
| Closed | -$180K | – | 4024 |
|
|
2014
Q3 | $180K | Buy |
4,000
+3,839
| +2,384% | +$173K | ﹤0.01% | 1115 |
|
|
2014
Q2 | $7K | Buy |
161
+111
| +222% | +$4.83K | ﹤0.01% | 2963 |
|
|
2014
Q1 | $2K | Sell |
50
-20
| -29% | -$800 | ﹤0.01% | 3260 |
|
|
2013
Q4 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 2985 |
|