Beacon Financial Advisory’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 | $307K | Buy |
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|
2025
Q2 | $304K | Buy |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $291K | Sell |
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|
2024
Q3 | $305K | Buy |
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|
2024
Q2 | $271K | Sell |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $329K | Buy |
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|
2023
Q3 | $296K | Buy |
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|
2023
Q2 | $315K | Buy |
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|
2023
Q1 | $313K | Buy |
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|
2022
Q4 | $319K | Sell |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $345K | Sell |
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|
2021
Q4 | $398K | Buy |
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|
2021
Q3 | $266K | Buy |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $254K | Buy |
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