Berger Financial Group’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 | $475K | Sell |
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|
2025
Q2 | $481K | Sell |
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|
2025
Q1 | $556K | Sell |
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|
2024
Q4 | $530K | Buy |
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|
2024
Q3 | $541K | Sell |
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|
2024
Q2 | $562K | Sell |
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|
2024
Q1 | $578K | Buy |
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|
2023
Q4 | $506K | Buy |
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|
2023
Q3 | $456K | Sell |
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|
2023
Q2 | $504K | Sell |
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|
2023
Q1 | $578K | Sell |
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|
2022
Q4 | $623K | Buy |
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|
2022
Q3 | $558K | Buy |
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|
2022
Q2 | $577K | Buy |
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|
2022
Q1 | $599K | Buy |
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|
2021
Q4 | $595K | Buy |
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|
2021
Q3 | $448K | Buy |
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|
2021
Q2 | $386K | Buy |
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|
2021
Q1 | $319K | Sell |
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|
2020
Q4 | $333K | Buy |
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