Balboa Wealth 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 | $220K | Hold |
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|
2025
Q2 | $218K | Hold |
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|
2025
Q1 | $224K | Hold |
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|
2024
Q4 | $210K | Sell |
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|
2024
Q3 | $237K | Hold |
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|
2024
Q2 | $214K | Hold |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $257K | Hold |
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|
2022
Q4 | $263K | Buy |
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|
2022
Q3 | $238K | Buy |
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