Clear Perspectives Financial Planning’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.66M | Sell |
26,675
-2,031
| -7% | -$127K | 0.93% | 22 |
|
|
2022
Q4 | $1.83M | Buy |
28,706
+843
| +3% | +$53.9K | 0.97% | 23 |
|
|
2022
Q3 | $1.61M | Buy |
27,863
+23,870
| +598% | +$1.38M | 0.79% | 27 |
|
|
2022
Q2 | $248K | Hold |
3,993
| – | – | 0.1% | 46 |
|
|
2022
Q1 | $268K | Sell |
3,993
-150
| -4% | -$10.1K | 0.1% | 45 |
|
|
2021
Q4 | $284K | Hold |
4,143
| – | – | 0.11% | 50 |
|
|
2021
Q3 | $252K | Hold |
4,143
| – | – | 0.11% | 53 |
|
|
2021
Q2 | $252K | Hold |
4,143
| – | – | 0.12% | 56 |
|
|
2021
Q1 | $241K | Hold |
4,143
| – | – | 0.14% | 54 |
|
|
2020
Q4 | $233K | Buy |
+4,143
| New | +$233K | 0.15% | 51 |
|