CWA
Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
3,906
-12
| -0.3% | -$874 | 0.2% | 86 |
|
|
2025
Q1 | $293K | Sell |
3,918
-331
| -8% | -$24.7K | 0.22% | 84 |
|
|
2024
Q4 | $297K | Sell |
4,249
-141
| -3% | -$9.87K | 0.23% | 79 |
|
|
2024
Q3 | $315K | Buy |
4,390
+142
| +3% | +$10.2K | 0.24% | 74 |
|
|
2024
Q2 | $276K | Sell |
4,248
-367
| -8% | -$23.8K | 0.24% | 80 |
|
|
2024
Q1 | $304K | Sell |
4,615
-397
| -8% | -$26.1K | 0.31% | 86 |
|
|
2023
Q4 | $314K | Sell |
5,012
-274
| -5% | -$17.2K | 0.37% | 90 |
|
|
2023
Q3 | $311K | Sell |
5,286
-1,703
| -24% | -$100K | 0.38% | 86 |
|
|
2023
Q2 | $439K | Sell |
6,989
-865
| -11% | -$54.3K | 0.45% | 67 |
|
|
2023
Q1 | $490K | Sell |
7,854
-715
| -8% | -$44.6K | 0.5% | 59 |
|
|
2022
Q4 | $548K | Sell |
8,569
-710
| -8% | -$45.4K | 0.42% | 59 |
|
|
2022
Q3 | $537K | Sell |
9,279
-501
| -5% | -$29K | 0.43% | 42 |
|
|
2022
Q2 | $606K | Sell |
9,780
-2,642
| -21% | -$164K | 0.45% | 42 |
|
|
2022
Q1 | $833K | Sell |
12,422
-20,846
| -63% | -$1.4M | 0.55% | 33 |
|
|
2021
Q4 | $2.28M | Buy |
33,268
+2,498
| +8% | +$171K | 1.39% | 16 |
|
|
2021
Q3 | $1.87M | Buy |
30,770
+2,745
| +10% | +$167K | 1.19% | 20 |
|
|
2021
Q2 | $1.71M | Buy |
28,025
+3,254
| +13% | +$198K | 1.05% | 20 |
|
|
2021
Q1 | $1.44M | Buy |
24,771
+1,361
| +6% | +$79.1K | 0.93% | 24 |
|
|
2020
Q4 | $1.32M | Buy |
+23,410
| New | +$1.32M | 0.88% | 26 |
|