Heritage Wealth Management (Arizona)’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $91.2K | Buy |
4,534
+2,267
| +100% | +$45.6K | 0.01% | 423 |
|
|
2022
Q3 | $43K | Hold |
2,267
| – | – | 0.01% | 419 |
|
|
2022
Q2 | $46.7K | Sell |
2,267
-404
| -15% | -$8.33K | 0.02% | 430 |
|
|
2022
Q1 | $62K | Buy |
+2,671
| New | +$62K | 0.02% | 438 |
|
|
2021
Q3 | $61K | Sell |
2,671
-259
| -9% | -$5.92K | 0.02% | 420 |
|
|
2021
Q2 | $66K | Buy |
+2,930
| New | +$66K | 0.03% | 413 |
|