BWCS
Beirne Wealth Consulting Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-9,598
| Closed | -$556K | – | 125 |
|
|
2019
Q3 | $556K | Sell |
9,598
-90
| -0.9% | -$5.21K | 0.46% | 54 |
|
|
2019
Q2 | $533K | Hold |
9,688
| – | – | 0.48% | 60 |
|
|
2019
Q1 | $510K | Sell |
9,688
-103
| -1% | -$5.42K | 0.4% | 76 |
|
|
2018
Q4 | $457K | Buy |
+9,791
| New | +$457K | 0.39% | 78 |
|