Institute for Wealth Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.49M | Sell |
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|
2025
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $1.32M | Hold |
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|
2024
Q2 | $1.14M | Hold |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $985K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.04M | Hold |
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|
2022
Q4 | $959K | Sell |
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|
2022
Q3 | $875K | Hold |
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|
2022
Q2 | $917K | Hold |
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|
2022
Q1 | $1.1M | Hold |
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|
2021
Q4 | $1.14M | Hold |
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|
2021
Q3 | $1.15M | Hold |
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|
2021
Q2 | $1.19M | Hold |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $854K | Sell |
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|
2020
Q2 | $767K | Buy |
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|
2020
Q1 | $577K | Sell |
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|
2019
Q4 | $1.23M | Hold |
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|
2019
Q3 | $1.13M | Hold |
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|
2019
Q2 | $1.21M | Sell |
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|
2019
Q1 | $1.32M | Sell |
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|
2018
Q4 | $1.14M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.41M | Sell |
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|
2017
Q3 | $1.38M | Hold |
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|
2017
Q2 | $1.3M | Buy |
|