Core 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-45
| Closed | -$3K | – | 205 |
|
|
2021
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 154 |
|
|
2020
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 157 |
|
|
2020
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 137 |
|
|
2020
Q2 | $2K | Sell |
45
-78
| -63% | -$3.47K | ﹤0.01% | 113 |
|
|
2020
Q1 | $6K | Hold |
123
| – | – | ﹤0.01% | 100 |
|
|
2019
Q4 | $7K | Buy |
+123
| New | +$7K | ﹤0.01% | 94 |
|