Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,000
| Closed | -$178K | – | 91 |
|
|
2021
Q2 | $178K | Sell |
3,000
-24,850
| -89% | -$1.47M | 0.92% | 33 |
|
|
2021
Q1 | $1.48M | Hold |
27,850
| – | – | 0.14% | 141 |
|
|
2020
Q4 | $1.47M | Hold |
27,850
| – | – | 0.15% | 136 |
|
|
2020
Q3 | $1.39M | Sell |
27,850
-100
| -0.4% | -$5K | 0.16% | 128 |
|
|
2020
Q2 | $1.22M | Hold |
27,950
| – | – | 0.15% | 129 |
|
|
2020
Q1 | $1.01M | Buy |
27,950
+14,250
| +104% | +$513K | 0.15% | 127 |
|
|
2019
Q4 | $574K | Sell |
13,700
-50
| -0.4% | -$2.1K | 0.07% | 220 |
|
|
2019
Q3 | $554K | Sell |
13,750
-200
| -1% | -$8.06K | 0.07% | 207 |
|
|
2019
Q2 | $564K | Hold |
13,950
| – | – | 0.07% | 208 |
|
|
2019
Q1 | $548K | Sell |
13,950
-3,200
| -19% | -$126K | 0.07% | 209 |
|
|
2018
Q4 | $618K | Buy |
+17,150
| New | +$618K | 0.09% | 188 |
|