HFM
Harvest Fund Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,720
| Closed | -$306K | – | 708 |
|
|
2024
Q4 | $306K | Buy |
3,720
+3,698
| +16,809% | +$304K | 0.01% | 407 |
|
|
2024
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 572 |
|
|
2024
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 595 |
|
|
2024
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 626 |
|
|
2023
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 608 |
|
|
2023
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 607 |
|
|
2023
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 644 |
|
|
2023
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 714 |
|