Regal Investment Advisors’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $314K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $892K | Sell |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $1M | Buy |
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|
2019
Q1 | $824K | Sell |
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|
2018
Q4 | $782K | Buy |
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|
2018
Q3 | $887K | Buy |
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|
2018
Q2 | $601K | Sell |
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|
2018
Q1 | $677K | Sell |
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|
2017
Q4 | $710K | Buy |
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|
2017
Q3 | $685K | Buy |
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|
2017
Q2 | $672K | Buy |
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|
2017
Q1 | $661K | Sell |
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|
2016
Q4 | $737K | Buy |
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|
2016
Q3 | $644K | Sell |
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|
2016
Q2 | $921K | Sell |
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|
2016
Q1 | $916K | Sell |
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|
2015
Q4 | $929K | Sell |
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|
2015
Q3 | $1.05M | Sell |
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|
2015
Q2 | $1.2M | Buy |
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|
2015
Q1 | $1.18M | Buy |
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|
2014
Q4 | $549K | Buy |
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|
2014
Q3 | $534K | Buy |
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|
2014
Q2 | $482K | Buy |
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|
2014
Q1 | $472K | Sell |
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|
2013
Q4 | $580K | Sell |
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|
2013
Q3 | $616K | Sell |
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|
2013
Q2 | $1.3M | Buy |
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