Burt Wealth Advisors’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 | – | Sell |
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|
2023
Q1 | $319K | Hold |
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|
2022
Q4 | $326K | Buy |
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|
2022
Q3 | $271K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $3K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $22K | Sell |
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|
2019
Q1 | $24K | Hold |
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|
2018
Q4 | $21K | Hold |
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|
2018
Q3 | $22K | Buy |
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|
2018
Q2 | $17K | Hold |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $17K | Hold |
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|
2017
Q3 | $16K | Hold |
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|
2017
Q2 | $15K | Hold |
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|
2017
Q1 | $15K | Sell |
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|
2016
Q4 | $166K | Buy |
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|
2016
Q3 | $14K | Hold |
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|
2016
Q2 | $14K | Hold |
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|
2016
Q1 | $14K | Buy |
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