CWM
Collaborative Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,021
| Closed | -$321K | – | 177 |
|
|
2022
Q4 | $321K | Buy |
5,021
+110
| +2% | +$7.03K | 0.21% | 121 |
|
|
2022
Q3 | $284K | Sell |
4,911
-115
| -2% | -$6.65K | 0.2% | 129 |
|
|
2022
Q2 | $312K | Buy |
+5,026
| New | +$312K | 0.2% | 131 |
|
|
2021
Q1 | $260K | Buy |
+3,875
| New | +$260K | 0.15% | 162 |
|