Caldwell Trust’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 | – | Sell |
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|
2025
Q2 | $3.86K | Hold |
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|
2025
Q1 | $3.96K | Hold |
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|
2024
Q4 | $3.71K | Hold |
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|
2024
Q3 | $3.8K | Hold |
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|
2024
Q2 | $3.44K | Hold |
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|
2024
Q1 | $3.49K | Hold |
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|
2023
Q4 | $3.32K | Hold |
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|
2023
Q3 | $3.12K | Hold |
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|
2023
Q2 | $3.33K | Hold |
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|
2023
Q1 | $3.31K | Hold |
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|
2022
Q4 | $3.39K | Hold |
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|
2022
Q3 | $3.06K | Hold |
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|
2022
Q2 | $3.29K | Hold |
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|
2022
Q1 | $3.56K | Hold |
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|
2021
Q4 | $3.64K | Hold |
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|
2021
Q3 | $3.23K | Hold |
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|
2021
Q2 | $3.23K | Buy |
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