Hochman Cole Investment Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,547
| Closed | -$226K | – | 129 |
|
|
2021
Q2 | $226K | Hold |
5,547
| – | – | 0.09% | 118 |
|
|
2021
Q1 | $214K | Buy |
+5,547
| New | +$214K | 0.09% | 123 |
|
|
2018
Q4 | – | Sell |
-6,303
| Closed | -$223K | – | 106 |
|
|
2018
Q3 | $223K | Hold |
6,303
| – | – | 0.14% | 102 |
|
|
2018
Q2 | $212K | Hold |
6,303
| – | – | 0.14% | 100 |
|
|
2018
Q1 | $201K | Hold |
6,303
| – | – | 0.14% | 97 |
|
|
2017
Q4 | $200K | Sell |
6,303
-600
| -9% | -$19K | 0.13% | 101 |
|
|
2017
Q3 | $209K | Buy |
+6,903
| New | +$209K | 0.14% | 93 |
|
|
2017
Q2 | – | Sell |
-7,782
| Closed | -$218K | – | 91 |
|
|
2017
Q1 | $218K | Sell |
7,782
-219
| -3% | -$6.14K | 0.16% | 81 |
|
|
2016
Q4 | $215K | Sell |
8,001
-732
| -8% | -$19.7K | 0.16% | 86 |
|
|
2016
Q3 | $221K | Hold |
8,733
| – | – | 0.16% | 77 |
|
|
2016
Q2 | $209K | Hold |
8,733
| – | – | 0.17% | 72 |
|
|
2016
Q1 | $209K | Hold |
8,733
| – | – | 0.18% | 74 |
|
|
2015
Q4 | $213K | Buy |
+8,733
| New | +$213K | 0.18% | 71 |
|