Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $6K | Sell |
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|
2019
Q4 | $619K | Sell |
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|
2019
Q3 | $1.07M | Sell |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.3M | Sell |
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|
2018
Q4 | $1.19M | Sell |
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|
2018
Q3 | $1.76M | Sell |
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|
2018
Q2 | $1.81M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.82M | Hold |
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|
2017
Q3 | $1.77M | Sell |
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|
2017
Q2 | $1.71M | Sell |
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|
2017
Q1 | $1.88M | Sell |
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|
2016
Q4 | $1.83M | Sell |
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|
2016
Q3 | $1.97M | Sell |
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|
2016
Q2 | $1.99M | Sell |
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|
2016
Q1 | $2.15M | Sell |
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|
2015
Q4 | $2.59M | Sell |
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|
2015
Q3 | $5.03M | Sell |
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|
2015
Q2 | $6.73M | Buy |
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|
2015
Q1 | $6.76M | Buy |
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|
2014
Q4 | $6.37M | Buy |
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|
2014
Q3 | $6.38M | Buy |
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|
2014
Q2 | $6.25M | Buy |
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|
2014
Q1 | $5.79M | Buy |
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|
2013
Q4 | $5.48M | Buy |
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|
2013
Q3 | $3.24M | Buy |
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