BWM
BKM Wealth Management’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
51,147
-11,916
| -19% | -$311K | 0.52% | 57 |
|
|
2025
Q1 | $1.53M | Buy |
63,063
+4,223
| +7% | +$103K | 0.63% | 52 |
|
|
2024
Q4 | $1.38M | Buy |
58,840
+46
| +0.1% | +$1.08K | 0.57% | 56 |
|
|
2024
Q3 | $1.53M | Sell |
58,794
-2,014
| -3% | -$52.5K | 0.62% | 50 |
|
|
2024
Q2 | $1.43M | Buy |
60,808
+5,744
| +10% | +$135K | 0.69% | 44 |
|
|
2024
Q1 | $1.32M | Buy |
55,064
+10,523
| +24% | +$251K | 0.57% | 56 |
|
|
2023
Q4 | $1.07M | Buy |
+44,541
| New | +$1.07M | 0.46% | 60 |
|