Stonebridge Financial Planning Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-500
| Closed | -$30K | – | 331 |
|
|
2021
Q4 | $30K | Hold |
500
| – | – | 0.02% | 261 |
|
|
2021
Q3 | $33K | Hold |
500
| – | – | 0.02% | 261 |
|
|
2021
Q2 | $30K | Hold |
500
| – | – | 0.02% | 263 |
|
|
2021
Q1 | $28K | Hold |
500
| – | – | 0.02% | 265 |
|
|
2020
Q4 | $26K | Hold |
500
| – | – | 0.02% | 250 |
|
|
2020
Q3 | $26K | Hold |
500
| – | – | 0.02% | 239 |
|
|
2020
Q2 | $22K | Hold |
500
| – | – | 0.02% | 257 |
|
|
2020
Q1 | $19K | Hold |
500
| – | – | 0.02% | 251 |
|
|
2019
Q4 | $21K | Buy |
+500
| New | +$21K | 0.02% | 240 |
|