Appleton Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $210K | Hold |
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|
2025
Q2 | $208K | Sell |
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|
2025
Q1 | $219K | Sell |
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|
2024
Q4 | $232K | Sell |
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|
2024
Q3 | $242K | Sell |
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|
2024
Q2 | $256K | Sell |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $335K | Sell |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $215K | Hold |
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|
2022
Q4 | $220K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $268K | Buy |
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|
2019
Q2 | $220K | Buy |
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