LifePlan Financial Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $151K | Hold |
3,031
| – | – | 0.07% | 155 |
|
|
2020
Q2 | $132K | Sell |
3,031
-712
| -19% | -$31K | 0.06% | 157 |
|
|
2020
Q1 | $135K | Hold |
3,743
| – | – | 0.07% | 142 |
|
|
2019
Q4 | $157K | Hold |
3,743
| – | – | 0.07% | 149 |
|
|
2019
Q3 | $152K | Hold |
3,743
| – | – | 0.07% | 147 |
|
|
2019
Q2 | $151K | Buy |
3,743
+1,386
| +59% | +$55.9K | 0.07% | 142 |
|
|
2019
Q1 | $93K | Hold |
2,357
| – | – | 0.05% | 187 |
|
|
2018
Q4 | $80K | Buy |
2,357
+712
| +43% | +$24.2K | 0.05% | 192 |
|
|
2018
Q3 | $67K | Buy |
1,645
+473
| +40% | +$19.3K | 0.04% | 223 |
|
|
2018
Q2 | $43K | Hold |
1,172
| – | – | 0.02% | 258 |
|
|
2018
Q1 | $41K | Buy |
+1,172
| New | +$41K | 0.02% | 253 |
|