Next Financial Group’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-195
| Closed | -$5K | – | 1167 |
|
|
2017
Q3 | $5K | Sell |
195
-400
| -67% | -$10.3K | ﹤0.01% | 1435 |
|
|
2017
Q2 | $15K | Hold |
595
| – | – | ﹤0.01% | 1185 |
|
|
2017
Q1 | $15K | Hold |
595
| – | – | ﹤0.01% | 1141 |
|
|
2016
Q4 | $14K | Hold |
595
| – | – | ﹤0.01% | 1519 |
|
|
2016
Q3 | $15K | Hold |
595
| – | – | ﹤0.01% | 1487 |
|
|
2016
Q2 | $15K | Buy |
+595
| New | +$15K | ﹤0.01% | 1071 |
|