GoalVest Advisory’s Invesco S&P 500 Enhanced Value ETF SPVU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-535
| Closed | -$19K | – | 270 |
|
|
2022
Q3 | $19K | Sell |
535
-599
| -53% | -$21.3K | 0.01% | 159 |
|
|
2022
Q2 | $45K | Hold |
1,134
| – | – | 0.03% | 170 |
|
|
2022
Q1 | $51K | Buy |
+1,134
| New | +$51K | 0.03% | 154 |
|
|
2021
Q2 | $45K | Buy |
1,080
+414
| +62% | +$17.3K | 0.03% | 150 |
|
|
2021
Q1 | $27K | Sell |
666
-269
| -29% | -$10.9K | 0.02% | 141 |
|
|
2020
Q4 | $31K | Buy |
+935
| New | +$31K | 0.03% | 140 |
|