Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $310K | Sell |
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|
2017
Q1 | $358K | Sell |
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|
2016
Q4 | $472K | Sell |
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|
2016
Q3 | $1.03M | Buy |
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|
2016
Q2 | $1M | Buy |
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|
2016
Q1 | $701K | Buy |
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|
2015
Q4 | $504K | Buy |
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|
2015
Q3 | $443K | Sell |
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|
2015
Q2 | $482K | Sell |
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|
2015
Q1 | $11K | Sell |
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|
2014
Q4 | $589K | Buy |
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|
2014
Q3 | $536K | Sell |
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|
2014
Q2 | $1.08M | Buy |
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|
2014
Q1 | $677K | Buy |
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|
2013
Q4 | $651K | Buy |
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|
2013
Q3 | $548K | Buy |
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|
2013
Q2 | $540K | Buy |
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