Congress Wealth Management’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
37,027
-22,014
| -37% | -$729K | 0.01% | 658 |
|
|
2025
Q1 | $1.79M | Buy |
59,041
+418
| +0.7% | +$12.7K | 0.02% | 518 |
|
|
2024
Q4 | $1.63M | Buy |
58,623
+365
| +0.6% | +$10.2K | 0.02% | 440 |
|
|
2024
Q3 | $1.77M | Sell |
58,258
-124,819
| -68% | -$3.8M | 0.02% | 442 |
|
|
2024
Q2 | $5M | Sell |
183,077
-45,004
| -20% | -$1.23M | 0.08% | 247 |
|
|
2024
Q1 | $6.4M | Buy |
228,081
+1,364
| +0.6% | +$38.3K | 0.11% | 203 |
|
|
2023
Q4 | $6.39M | Sell |
226,717
-871
| -0.4% | -$24.5K | 0.12% | 198 |
|
|
2023
Q3 | $5.94M | Buy |
+227,588
| New | +$5.94M | 0.12% | 195 |
|