Congress Wealth Management’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Sell |
29,024
-18,769
| -39% | -$490K | 0.01% | 784 |
|
|
2025
Q1 | $1.16M | Buy |
47,793
+187
| +0.4% | +$4.54K | 0.01% | 597 |
|
|
2024
Q4 | $1.11M | Buy |
47,606
+646
| +1% | +$15.1K | 0.02% | 501 |
|
|
2024
Q3 | $1.23M | Sell |
46,960
-82,815
| -64% | -$2.16M | 0.02% | 488 |
|
|
2024
Q2 | $3.06M | Sell |
129,775
-39,959
| -24% | -$942K | 0.05% | 301 |
|
|
2024
Q1 | $4.05M | Buy |
169,734
+1,121
| +0.7% | +$26.8K | 0.07% | 248 |
|
|
2023
Q4 | $4.05M | Buy |
168,613
+1,982
| +1% | +$47.6K | 0.07% | 245 |
|
|
2023
Q3 | $3.75M | Buy |
+166,631
| New | +$3.75M | 0.08% | 245 |
|