Tradition Wealth Management’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
Q1
Sell
2023
Q4
$50K Buy
2023
Q3
$43K Hold
2023
Q2
$44K Hold
2023
Q1
$44K Hold
2022
Q4
$40K Buy
2022
Q3
$36K Hold
2022
Q2
$38K Hold
2022
Q1
$46K Buy
2021
Q4
$47K Hold
2021
Q3
$48K Hold
2021
Q2
$49K Hold
2021
Q1
$48K Buy
2020
Q4
$42K Buy