McAdam LLC’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
2018
Q4
Sell
-109
Closed -$6K 161
2018
Q3
$6K Sell
109
-95
-47% -$5.22K ﹤0.01% 387
2018
Q2
$11K Buy
+204
New +$11.1K ﹤0.01% 315

Other funds holding CSD

McAdam LLC's CSD Position: Q4 2018 in Review

McAdam LLC sold out of Invesco S&P Spin-Off ETF (CSD) in Q4 2018, closing a stake of 109 shares — an estimated $6K sold.

McAdam LLC first reported a position in CSD in Q2 2018 and held it in 2 quarters. The position peaked at $11K in Q2 2018. 45 funds tracked by Wall St. Rank hold CSD as of Q4 2018.

  • McAdam LLC reported no remaining Invesco S&P Spin-Off ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 109 Invesco S&P Spin-Off ETF shares in Q4 2018, an estimated $6K.
  • McAdam LLC first reported a position in Invesco S&P Spin-Off ETF in Q2 2018 and held it in 2 quarters.
  • McAdam LLC's Invesco S&P Spin-Off ETF position peaked at $11K in Q2 2018.
  • 45 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.