Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-184
| Closed | -$11K | – | 337 |
|
|
2021
Q1 | $11K | Hold |
184
| – | – | 0.01% | 307 |
|
|
2020
Q4 | $10K | Sell |
184
-177
| -49% | -$9.62K | 0.01% | 312 |
|
|
2020
Q3 | $19K | Hold |
361
| – | – | 0.01% | 259 |
|
|
2020
Q2 | $18K | Hold |
361
| – | – | 0.01% | 279 |
|
|
2020
Q1 | $17K | Hold |
361
| – | – | 0.02% | 264 |
|
|
2019
Q4 | $21K | Buy |
+361
| New | +$21K | 0.02% | 284 |
|