Baron Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-500
| Closed | -$31K | – | 175 |
|
|
2022
Q2 | $31K | Hold |
500
| – | – | 0.02% | 103 |
|
|
2022
Q1 | $33.5K | Hold |
500
| – | – | 0.02% | 111 |
|
|
2021
Q4 | $34.3K | Hold |
500
| – | – | 0.02% | 112 |
|
|
2021
Q3 | $30.4K | Hold |
500
| – | – | 0.02% | 123 |
|
|
2021
Q2 | $30.5K | Hold |
500
| – | – | 0.02% | 124 |
|
|
2021
Q1 | $29.1K | Hold |
500
| – | – | 0.02% | 121 |
|
|
2020
Q4 | $28.1K | Sell |
500
-200
| -29% | -$11.2K | 0.02% | 120 |
|
|
2020
Q3 | $37.5K | Buy |
+700
| New | +$37.5K | 0.04% | 99 |
|