Sowell Financial Services’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,419
| Closed | -$57K | – | 803 |
|
|
2021
Q1 | $57K | Buy |
1,419
+669
| +89% | +$26.9K | ﹤0.01% | 1601 |
|
|
2020
Q4 | $26K | Hold |
750
| – | – | ﹤0.01% | 1625 |
|
|
2020
Q3 | $23K | Hold |
750
| – | – | ﹤0.01% | 1494 |
|
|
2020
Q2 | $22K | Hold |
750
| – | – | ﹤0.01% | 1425 |
|
|
2020
Q1 | $18K | Hold |
750
| – | – | ﹤0.01% | 1420 |
|
|
2019
Q4 | $25K | Sell |
750
-1,200
| -62% | -$40K | ﹤0.01% | 1346 |
|
|
2019
Q3 | $62K | Buy |
+1,950
| New | +$62K | 0.01% | 946 |
|
|
2019
Q1 | $1.67M | Buy |
51,924
+705
| +1% | +$22.6K | 0.19% | 123 |
|
|
2018
Q4 | $1.5M | Buy |
+51,219
| New | +$1.5M | 0.21% | 102 |
|