Creative Planning’s Invesco Shipping ETF SEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-300
| Closed | -$4K | – | 4308 |
|
|
2017
Q2 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 4068 |
|
|
2015
Q2 | – | Sell |
-196
| Closed | -$4K | – | 3494 |
|
|
2015
Q1 | $4K | Buy |
196
+15
| +8% | +$306 | ﹤0.01% | 3612 |
|
|
2014
Q4 | $3K | Hold |
181
| – | – | ﹤0.01% | 3669 |
|
|
2014
Q3 | $4K | Buy |
+181
| New | +$4K | ﹤0.01% | 3370 |
|