Atticus 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 | $9.22M | Buy |
126,623
+21,925
| +21% | +$1.6M | 2.49% | 8 |
|
|
2025
Q1 | $7.82M | Buy |
104,698
+104,690
| +1,308,625% | +$7.82M | 2.55% | 8 |
|
|
2024
Q4 | $560 | Hold |
8
| – | – | ﹤0.01% | 499 |
|
|
2024
Q3 | $574 | Hold |
8
| – | – | ﹤0.01% | 491 |
|
|
2024
Q2 | $520 | Hold |
8
| – | – | ﹤0.01% | 505 |
|
|
2024
Q1 | $527 | Sell |
8
-104
| -93% | -$6.85K | ﹤0.01% | 519 |
|
|
2023
Q4 | $7.04K | Sell |
112
-6,401
| -98% | -$402K | ﹤0.01% | 430 |
|
|
2023
Q3 | $383K | Sell |
6,513
-2,019
| -24% | -$119K | 0.15% | 85 |
|
|
2023
Q2 | $536K | Sell |
8,532
-12,806
| -60% | -$804K | 0.2% | 71 |
|
|
2023
Q1 | $1.33M | Buy |
21,338
+21,082
| +8,235% | +$1.32M | 0.51% | 31 |
|
|
2022
Q4 | $16.4K | Sell |
256
-5,948
| -96% | -$380K | 0.01% | 350 |
|
|
2022
Q3 | $385K | Hold |
6,204
| – | – | 0.19% | 75 |
|
|
2022
Q2 | $385K | Sell |
6,204
-1,698
| -21% | -$105K | 0.16% | 89 |
|
|
2022
Q1 | $530K | Buy |
+7,902
| New | +$530K | 0.19% | 83 |
|