SW
SVB Wealth’s Invesco S&P Spin-Off ETF CSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-134
| Closed | -$8K | – | 998 |
|
|
2021
Q1 | $8K | Hold |
134
| – | – | ﹤0.01% | 912 |
|
|
2020
Q4 | $7K | Hold |
134
| – | – | ﹤0.01% | 847 |
|
|
2020
Q3 | $6K | Sell |
134
-78
| -37% | -$3.49K | ﹤0.01% | 739 |
|
|
2020
Q2 | $7K | Buy |
212
+134
| +172% | +$4.43K | ﹤0.01% | 620 |
|
|
2020
Q1 | $2K | Hold |
78
| – | – | ﹤0.01% | 575 |
|
|
2019
Q4 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 645 |
|