Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $28.3K | Buy |
451
+3
| +0.7% | +$188 | ﹤0.01% | 491 |
|
|
2023
Q3 | $26.3K | Buy |
448
+3
| +0.7% | +$176 | ﹤0.01% | 438 |
|
|
2023
Q2 | $28K | Buy |
445
+3
| +0.7% | +$189 | ﹤0.01% | 413 |
|
|
2023
Q1 | $27.6K | Sell |
442
-132
| -23% | -$8.25K | ﹤0.01% | 416 |
|
|
2022
Q4 | $37K | Buy |
+574
| New | +$37K | ﹤0.01% | 379 |
|
|
2020
Q4 | – | Sell |
-516
| Closed | -$28K | – | 756 |
|
|
2020
Q3 | $28K | Buy |
516
+3
| +0.6% | +$163 | ﹤0.01% | 284 |
|
|
2020
Q2 | $26K | Buy |
513
+3
| +0.6% | +$152 | ﹤0.01% | 279 |
|
|
2020
Q1 | $24K | Buy |
510
+3
| +0.6% | +$141 | ﹤0.01% | 264 |
|
|
2019
Q4 | $30K | Buy |
+507
| New | +$30K | ﹤0.01% | 277 |
|