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Retirement Planning Company of New England’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Retirement Planning Company of New England’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-575
Closed -$35K – 352
2021
Q4 		$35K Buy
+575
New +$36.4K 0.02% 456

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Retirement Planning Company of New England's CSD Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Invesco S&P Spin-Off ETF (CSD) in Q1 2022, closing a stake of 575 shares — an estimated $35K sold.

Retirement Planning Company of New England first reported a position in CSD in Q4 2021 and held it in 1 quarter. The position peaked at $35K in Q4 2021. 35 funds tracked by Wall St. Rank hold CSD as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Invesco S&P Spin-Off ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 575 Invesco S&P Spin-Off ETF shares in Q1 2022, an estimated $35K.
  • Retirement Planning Company of New England first reported a position in Invesco S&P Spin-Off ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Invesco S&P Spin-Off ETF position peaked at $35K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.