Buckingham Strategic Wealth’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $266K | Sell |
4,097
-528
| -11% | -$34.3K | ﹤0.01% | 631 |
|
|
2024
Q1 | $305K | Buy |
4,625
+615
| +15% | +$40.5K | ﹤0.01% | 585 |
|
|
2023
Q4 | $251K | Buy |
4,010
+423
| +12% | +$26.5K | ﹤0.01% | 623 |
|
|
2023
Q3 | $211K | Buy |
3,587
+170
| +5% | +$9.99K | ﹤0.01% | 620 |
|
|
2023
Q2 | $215K | Hold |
3,417
| – | – | ﹤0.01% | 622 |
|
|
2023
Q1 | $218K | Hold |
3,417
| – | – | ﹤0.01% | 550 |
|
|
2022
Q4 | $218K | Sell |
3,417
-618
| -15% | -$39.5K | ﹤0.01% | 552 |
|
|
2022
Q3 | $233K | Hold |
4,035
| – | – | ﹤0.01% | 518 |
|
|
2022
Q2 | $250K | Buy |
4,035
+128
| +3% | +$7.93K | ﹤0.01% | 505 |
|
|
2022
Q1 | $262K | Buy |
+3,907
| New | +$262K | 0.01% | 502 |
|
|
2020
Q2 | – | Sell |
-14,646
| Closed | -$687K | – | 468 |
|
|
2020
Q1 | $687K | Buy |
+14,646
| New | +$687K | 0.07% | 214 |
|