NCM
Novare Capital Management’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,130
| Closed | -$253K | – | 181 |
|
|
2022
Q4 | $253K | Hold |
5,130
| – | – | 0.03% | 156 |
|
|
2022
Q3 | $227K | Sell |
5,130
-2,000
| -28% | -$88.5K | 0.03% | 152 |
|
|
2022
Q2 | $330K | Hold |
7,130
| – | – | 0.04% | 133 |
|
|
2022
Q1 | $386K | Buy |
+7,130
| New | +$386K | 0.04% | 128 |
|