Capstone Wealth Management Group (Pennsylvania)’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
Q2 | – | Sell |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $925K | Buy |
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|
2024
Q3 | $929K | Buy |
|
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|
2024
Q2 | $533K | Buy |
|
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|
2024
Q1 | $411K | Buy |
|
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|
2023
Q4 | $207K | Sell |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $306K | Sell |
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|
2023
Q1 | $384K | Sell |
|
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.32M | Buy |
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