Creative Planning’s Invesco S&P Global Dividend Opportunities Index ETF LVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-200
| Closed | -$2K | – | 4306 |
|
|
2017
Q2 | $2K | Sell |
200
-1,000
| -83% | -$10K | ﹤0.01% | 4281 |
|
|
2017
Q1 | $13K | Buy |
1,200
+1,000
| +500% | +$10.8K | ﹤0.01% | 3412 |
|
|
2016
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 4233 |
|
|
2016
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 4169 |
|
|
2016
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 3987 |
|
|
2016
Q1 | $2K | Sell |
200
-395
| -66% | -$3.95K | ﹤0.01% | 3942 |
|
|
2015
Q4 | $5K | Buy |
595
+395
| +198% | +$3.32K | ﹤0.01% | 3663 |
|
|
2015
Q3 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 3934 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$2K | – | 3492 |
|
|
2015
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 3843 |
|
|
2014
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 3788 |
|
|
2014
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 3497 |
|
|
2014
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 3346 |
|
|
2014
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 3218 |
|
|
2013
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 3048 |
|