Householder Group Estate & Retirement Specialist’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-270
| Closed | -$14K | – | 1315 |
|
|
2024
Q2 | $14K | Hold |
270
| – | – | ﹤0.01% | 753 |
|
|
2024
Q1 | $15.3K | Buy |
270
+1
| +0.4% | +$57 | ﹤0.01% | 722 |
|
|
2023
Q4 | $13K | Buy |
269
+2
| +0.7% | +$97 | ﹤0.01% | 713 |
|
|
2023
Q3 | $12.7K | Buy |
+267
| New | +$12.7K | ﹤0.01% | 732 |
|
|
2023
Q1 | $13K | Buy |
+265
| New | +$13K | 0.01% | 742 |
|
|
2022
Q4 | – | Sell |
-260
| Closed | -$11K | – | 1030 |
|
|
2022
Q3 | $11K | Buy |
+260
| New | +$11K | ﹤0.01% | 716 |
|