Kovitz Investment Group Partners’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
2020
Q3
Sell
2020
Q2
$203K Sell
2020
Q1
$865K Sell
2019
Q4
$1.56M Sell
2019
Q3
$1.47M Buy
2019
Q2
$1.56M Sell
2019
Q1
$1.6M Buy