Sequent Planning’s Invesco S&P 500 Enhanced Value ETF SPVU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,138	Closed	-$355K	–	153
2024 Q3	$355K	Sell	7,138 -7,710	-52%	-$384K	0.12%	110
2024 Q2	$710K	Buy	14,848 +2,884	+24%	+$138K	0.24%	70
2024 Q1	$597K	Buy	+11,964	New	+$597K	0.22%	84