Sheets Smith Wealth Management’s Invesco China Real Estate ETF TAO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,112
| Closed | -$241K | – | 351 |
|
|
2018
Q3 | $241K | Sell |
9,112
-500
| -5% | -$13.2K | 0.05% | 312 |
|
|
2018
Q2 | $271K | Hold |
9,612
| – | – | 0.06% | 277 |
|
|
2018
Q1 | $291K | Buy |
9,612
+40
| +0.4% | +$1.21K | 0.07% | 263 |
|
|
2017
Q4 | $275K | Buy |
9,572
+31
| +0.3% | +$891 | 0.06% | 276 |
|
|
2017
Q3 | $283K | Buy |
9,541
+500
| +6% | +$14.8K | 0.07% | 263 |
|
|
2017
Q2 | $227K | Buy |
+9,041
| New | +$227K | 0.06% | 277 |
|