Castle Wealth Management’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 | $345K | Hold |
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|
2025
Q2 | $342K | Hold |
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|
2025
Q1 | $351K | Hold |
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|
2024
Q4 | $329K | Hold |
|
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|
2024
Q3 | $337K | Hold |
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $321K | Sell |
|
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|
2023
Q3 | $346K | Hold |
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|
2023
Q2 | $369K | Sell |
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|
2023
Q1 | $371K | Hold |
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|
2022
Q4 | $379K | Hold |
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|
2022
Q3 | $343K | Hold |
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|
2022
Q2 | $368K | Buy |
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