WR Wealth Planners’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14.6K | Hold |
312
| – | – | ﹤0.01% | 533 |
|
|
2024
Q3 | $15.1K | Hold |
312
| – | – | ﹤0.01% | 562 |
|
|
2024
Q2 | $13.7K | Hold |
312
| – | – | ﹤0.01% | 522 |
|
|
2024
Q1 | $14.2K | Buy |
+312
| New | +$14.2K | ﹤0.01% | 518 |
|
|
2023
Q4 | – | Sell |
-312
| Closed | -$11.5K | – | 253 |
|
|
2023
Q3 | $11.5K | Hold |
312
| – | – | ﹤0.01% | 523 |
|
|
2023
Q2 | $12.1K | Hold |
312
| – | – | ﹤0.01% | 515 |
|
|
2023
Q1 | $11.5K | Buy |
+312
| New | +$11.5K | 0.01% | 519 |
|