BWA
BlueChip Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
3,652
| – | – | 0.12% | 142 |
|
|
2025
Q1 | $273K | Hold |
3,652
| – | – | 0.13% | 128 |
|
|
2024
Q4 | $256K | Sell |
3,652
-635
| -15% | -$44.5K | 0.14% | 114 |
|
|
2024
Q3 | $308K | Sell |
4,287
-600
| -12% | -$43K | 0.16% | 116 |
|
|
2024
Q2 | $317K | Sell |
4,887
-2,312
| -32% | -$150K | 0.19% | 100 |
|
|
2024
Q1 | $474K | Hold |
7,199
| – | – | 0.31% | 61 |
|
|
2023
Q4 | $451K | Buy |
+7,199
| New | +$451K | 0.32% | 66 |
|