Advocacy Wealth Management Services’s Invesco S&P 500 Low Volatility ETF SPLV 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 | $3.11M | Sell |
|
|||||
2023
Q3 | $3M | Hold |
|
|||||
2023
Q2 | $3.21M | Sell |
|
|||||
2023
Q1 | $3.32M | Sell |
|
|||||
2022
Q4 | $4.11M | Buy |
|
|||||
2022
Q3 | $3.5M | Buy |
|
|||||
2016
Q4 | – | Sell |
|
|||||
2016
Q3 | $722K | Sell |
|
|||||
2016
Q2 | $890K | Sell |
|
|||||
2016
Q1 | $927K | Sell |
|
|||||
2015
Q4 | $978K | Buy |
|