Spire Wealth Management’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-656
| Closed | -$15K | – | 2791 |
|
|
2022
Q1 | $15K | Hold |
656
| – | – | ﹤0.01% | 1903 |
|
|
2021
Q4 | $15K | Hold |
656
| – | – | ﹤0.01% | 2229 |
|
|
2021
Q3 | $15K | Sell |
656
-386
| -37% | -$8.83K | ﹤0.01% | 1968 |
|
|
2021
Q2 | $24K | Sell |
1,042
-4,932
| -83% | -$114K | ﹤0.01% | 1804 |
|
|
2021
Q1 | $129K | Buy |
+5,974
| New | +$129K | ﹤0.01% | 1276 |
|