Steward Partners Investment Advisory’s Invesco S&P Spin-Off ETF CSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $105K | Hold |
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|
2023
Q4 | $95.3K | Hold |
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|
2023
Q3 | $82.8K | Hold |
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|
2023
Q2 | $84K | Hold |
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|
2023
Q1 | $83.7K | Hold |
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|
2022
Q4 | $77.4K | Hold |
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|
2022
Q3 | $70K | Hold |
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|
2022
Q2 | $74K | Buy |
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|
2022
Q1 | $76K | Hold |
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|
2021
Q4 | $78K | Hold |
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|
2021
Q3 | $79K | Hold |
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|
2021
Q2 | $81K | Buy |
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|
2021
Q1 | $21.4K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $13K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $26K | Sell |
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|
2018
Q2 | $37K | Buy |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Hold |
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|
2017
Q3 | $3K | Sell |
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|
2017
Q2 | $5K | Buy |
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|
2017
Q1 | $0 | Buy |
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