CWP
CFM Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,497
| Closed | -$217K | – | 164 |
|
|
2022
Q2 | $217K | Sell |
3,497
-1,600
| -31% | -$99.3K | 0.07% | 157 |
|
|
2022
Q1 | $342K | Buy |
5,097
+784
| +18% | +$52.6K | 0.08% | 140 |
|
|
2021
Q4 | $293K | Hold |
4,313
| – | – | 0.07% | 150 |
|
|
2021
Q3 | $262K | Hold |
4,313
| – | – | 0.07% | 156 |
|
|
2021
Q2 | $263K | Hold |
4,313
| – | – | 0.07% | 147 |
|
|
2021
Q1 | $251K | Hold |
4,313
| – | – | 0.08% | 143 |
|
|
2020
Q4 | $243K | Hold |
4,313
| – | – | 0.08% | 140 |
|
|
2020
Q3 | $231K | Sell |
4,313
-3,639
| -46% | -$195K | 0.08% | 133 |
|
|
2020
Q2 | $395K | Sell |
7,952
-3
| -0% | -$149 | 0.15% | 93 |
|
|
2020
Q1 | $373K | Hold |
7,955
| – | – | 0.17% | 89 |
|
|
2019
Q4 | $473K | Buy |
+7,955
| New | +$473K | 0.17% | 89 |
|