Beaumont Financial Advisors’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 | $700K | Sell |
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|
2025
Q2 | $709K | Sell |
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|
2025
Q1 | $865K | Sell |
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|
2024
Q4 | $893K | Sell |
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|
2024
Q3 | $924K | Buy |
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|
2024
Q2 | $792K | Buy |
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|
2024
Q1 | $740K | Buy |
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|
2023
Q4 | $684K | Sell |
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|
2023
Q3 | $706K | Sell |
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|
2023
Q2 | $843K | Sell |
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|
2023
Q1 | $849K | Buy |
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|
2022
Q4 | $858K | Sell |
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|
2022
Q3 | $1.62M | Sell |
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|
2022
Q2 | $1.8M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.98M | Sell |
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|
2019
Q3 | $2.38M | Sell |
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|
2019
Q2 | $2.39M | Buy |
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|
2019
Q1 | $1.98M | Buy |
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|
2018
Q4 | $714K | Buy |
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|
2018
Q3 | $310K | Buy |
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