Atlas Private Wealth Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $787K | Sell |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.39M | Buy |
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|
2023
Q1 | $869K | Sell |
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|
2022
Q4 | $916K | Sell |
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|
2022
Q3 | $852K | Buy |
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|
2022
Q2 | $911K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $128K | Sell |
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|
2021
Q2 | $140K | Sell |
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|
2021
Q1 | $149K | Buy |
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|
2020
Q4 | $64K | Hold |
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|
2020
Q3 | $61K | Sell |
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|
2020
Q2 | $88K | Buy |
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