Squar Milner Financial Services’s Invesco BuyBack Achievers ETF PKW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,982
| Closed | -$229K | – | 144 |
|
|
2020
Q2 | $229K | Sell |
3,982
-402
| -9% | -$23.1K | 0.13% | 184 |
|
|
2020
Q1 | $212K | Hold |
4,384
| – | – | 0.13% | 156 |
|
|
2019
Q4 | $302K | Buy |
+4,384
| New | +$302K | 0.15% | 140 |
|
|
2019
Q3 | – | Sell |
-4,738
| Closed | -$297K | – | 571 |
|
|
2019
Q2 | $297K | Sell |
4,738
-130
| -3% | -$8.15K | 0.2% | 117 |
|
|
2019
Q1 | $290K | Sell |
4,868
-395
| -8% | -$23.5K | 0.21% | 114 |
|
|
2018
Q4 | $275K | Hold |
5,263
| – | – | 0.26% | 97 |
|
|
2018
Q3 | $321K | Sell |
5,263
-486
| -8% | -$29.6K | 0.29% | 92 |
|
|
2018
Q2 | $326K | Sell |
5,749
-322
| -5% | -$18.3K | 0.29% | 92 |
|
|
2018
Q1 | $346K | Sell |
6,071
-287
| -5% | -$16.4K | 0.44% | 77 |
|
|
2017
Q4 | $401K | Buy |
+6,358
| New | +$401K | 0.49% | 67 |
|