Valeo Financial Advisors’s Invesco S&P Spin-Off ETF CSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-125
| Closed | -$6K | – | 1565 |
|
|
2019
Q1 | $6K | Hold |
125
| – | – | ﹤0.01% | 1084 |
|
|
2018
Q4 | $5K | Hold |
125
| – | – | ﹤0.01% | 1057 |
|
|
2018
Q3 | $6K | Hold |
125
| – | – | ﹤0.01% | 1107 |
|
|
2018
Q2 | $7K | Hold |
125
| – | – | ﹤0.01% | 1032 |
|
|
2018
Q1 | $7K | Hold |
125
| – | – | ﹤0.01% | 1017 |
|
|
2017
Q4 | $7K | Hold |
125
| – | – | ﹤0.01% | 898 |
|
|
2017
Q3 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 814 |
|