Bartlett & Co Wealth Management’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 | $744K | Hold |
|
|||||
|
2025
Q2 | $737K | Hold |
|
|||||
|
2025
Q1 | $756K | Hold |
|
|||||
|
2024
Q4 | $708K | Sell |
|
|||||
|
2024
Q3 | $740K | Sell |
|
|||||
|
2024
Q2 | $693K | Buy |
|
|||||
|
2024
Q1 | $667K | Hold |
|
|||||
|
2023
Q4 | $633K | Hold |
|
|||||
|
2023
Q3 | $595K | Sell |
|
|||||
|
2023
Q2 | $636K | Hold |
|
|||||
|
2023
Q1 | $632K | Hold |
|
|||||
|
2022
Q4 | $647K | Hold |
|
|||||
|
2022
Q3 | $585K | Hold |
|
|||||
|
2022
Q2 | $628K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $695K | Hold |
|
|||||
|
2021
Q3 | $616K | Sell |
|
|||||
|
2021
Q2 | $669K | Hold |
|
|||||
|
2021
Q1 | $639K | Hold |
|
|||||
|
2020
Q4 | $617K | Hold |
|
|||||
|
2020
Q3 | $589K | Hold |
|
|||||
|
2020
Q2 | $546K | Sell |
|
|||||
|
2020
Q1 | $524K | Buy |
|
|||||
|
2019
Q4 | $641K | Hold |
|
|||||
|
2019
Q3 | $636K | Hold |
|
|||||
|
2019
Q2 | $604K | Sell |
|
|||||
|
2019
Q1 | $578K | Hold |
|
|||||
|
2018
Q4 | $512K | Buy |
|
|||||
|
2018
Q3 | $99 | Hold |
|
|||||
|
2018
Q2 | $95 | Buy |
|