Northwestern Mutual Wealth Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-200
| Closed | -$6K | – | 2437 |
|
|
2020
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 2011 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$8K | – | 2139 |
|
|
2015
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 1210 |
|
|
2015
Q1 | – | Sell |
-233
| Closed | -$10K | – | 1589 |
|
|
2014
Q4 | $10K | Buy |
+233
| New | +$10K | ﹤0.01% | 1067 |
|
|
2014
Q3 | – | Sell |
-39
| Closed | -$2K | – | 1337 |
|
|
2014
Q2 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 1141 |
|