Creative Planning’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-226
Closed -$7K 2629
2015
Q1
$7K Hold
226
﹤0.01% 3350
2014
Q4
$7K Hold
226
﹤0.01% 3270
2014
Q3
$7K Buy
+226
New +$7K ﹤0.01% 3092