BWM
BCS Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,921
| Closed | -$200K | – | 208 |
|
|
2021
Q4 | $200K | Buy |
+2,921
| New | +$200K | 0.07% | 193 |
|
|
2020
Q3 | – | Sell |
-10,307
| Closed | -$512K | – | 131 |
|
|
2020
Q2 | $512K | Buy |
+10,307
| New | +$512K | 0.31% | 67 |
|
|
2020
Q1 | – | Sell |
-3,742
| Closed | -$218K | – | 123 |
|
|
2019
Q4 | $218K | Buy |
+3,742
| New | +$218K | 0.15% | 101 |
|