BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $35.7K | Sell |
|
|||||
|
2023
Q1 | $43.8K | Hold |
|
|||||
|
2022
Q4 | $44.9K | Hold |
|
|||||
|
2022
Q3 | $41K | Hold |
|
|||||
|
2022
Q2 | $44K | Hold |
|
|||||
|
2022
Q1 | $47K | Hold |
|
|||||
|
2021
Q4 | $48K | Hold |
|
|||||
|
2021
Q3 | $43K | Hold |
|
|||||
|
2021
Q2 | $43K | Sell |
|
|||||
|
2021
Q1 | $47K | Hold |
|
|||||
|
2020
Q4 | $45K | Buy |
|
|||||
|
2020
Q3 | $38K | Sell |
|
|||||
|
2020
Q2 | $38K | Buy |
|
|||||
|
2020
Q1 | $29K | Hold |
|
|||||
|
2019
Q4 | $36K | Hold |
|
|||||
|
2019
Q3 | $36K | Hold |
|
|||||
|
2019
Q2 | $34K | Hold |
|
|||||
|
2019
Q1 | $33K | Buy |
|
|||||
|
2018
Q4 | $26K | Hold |
|
|||||
|
2018
Q3 | $28K | Sell |
|
|||||
|
2018
Q2 | $29K | Buy |
|