Prestige Wealth Management Group’s Invesco S&P Spin-Off ETF CSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,692
| Closed | -$288K | – | 918 |
|
|
2019
Q4 | $288K | Hold |
5,692
| – | – | 0.16% | 96 |
|
|
2019
Q3 | $265K | Hold |
5,692
| – | – | 0.16% | 97 |
|
|
2019
Q2 | $284K | Sell |
5,692
-219
| -4% | -$10.9K | 0.17% | 91 |
|
|
2019
Q1 | $298K | Hold |
5,911
| – | – | 0.18% | 97 |
|
|
2018
Q4 | $250K | Buy |
+5,911
| New | +$250K | 0.18% | 98 |
|