Spire Wealth Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-600
| Closed | -$36K | – | 2680 |
|
2022
Q1 | $36K | Hold |
600
| – | – | ﹤0.01% | 1569 |
|
2021
Q4 | $37K | Hold |
600
| – | – | ﹤0.01% | 1852 |
|
2021
Q3 | $38K | Hold |
600
| – | – | ﹤0.01% | 1582 |
|
2021
Q2 | $39K | Hold |
600
| – | – | ﹤0.01% | 1587 |
|
2021
Q1 | $38K | Buy |
+600
| New | +$38K | ﹤0.01% | 1864 |
|