Apollon Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $255K | Buy |
3,504
+227
| +7% | +$16.5K | 0.01% | 1077 |
|
2025
Q1 | $245K | Hold |
3,277
| – | – | 0.01% | 1032 |
|
2024
Q4 | $229K | Sell |
3,277
-1,142
| -26% | -$79.9K | 0.01% | 1046 |
|
2024
Q3 | $317K | Sell |
4,419
-100
| -2% | -$7.17K | 0.01% | 896 |
|
2024
Q2 | $294K | Sell |
4,519
-420
| -9% | -$27.3K | 0.01% | 873 |
|
2024
Q1 | $325K | Hold |
4,939
| – | – | 0.01% | 837 |
|
2023
Q4 | $309K | Buy |
4,939
+1,142
| +30% | +$71.6K | 0.01% | 827 |
|
2023
Q3 | $223K | Sell |
3,797
-8,119
| -68% | -$477K | 0.01% | 793 |
|
2023
Q2 | $748K | Buy |
11,916
+7,556
| +173% | +$475K | 0.04% | 480 |
|
2023
Q1 | $272K | Sell |
4,360
-289
| -6% | -$18K | 0.02% | 705 |
|
2022
Q4 | $297K | Sell |
4,649
-708
| -13% | -$45.2K | 0.02% | 666 |
|
2022
Q3 | $310K | Hold |
5,357
| – | – | 0.03% | 588 |
|
2022
Q2 | $332K | Buy |
5,357
+383
| +8% | +$23.7K | 0.03% | 541 |
|
2022
Q1 | $334K | Sell |
4,974
-166
| -3% | -$11.1K | 0.02% | 562 |
|
2021
Q4 | $353K | Buy |
+5,140
| New | +$353K | 0.03% | 546 |
|
2020
Q3 | – | Sell |
-508
| Closed | -$25K | – | 616 |
|
2020
Q2 | $25K | Buy |
+508
| New | +$25K | 0.01% | 335 |
|