CWP
Curated Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Hold |
5,235
| – | – | 0.04% | 111 |
|
|
2025
Q1 | $391K | Sell |
5,235
-1,440
| -22% | -$108K | 0.05% | 106 |
|
|
2024
Q4 | $467K | Hold |
6,675
| – | – | 0.05% | 90 |
|
|
2024
Q3 | $479K | Sell |
6,675
-280
| -4% | -$20.1K | 0.06% | 82 |
|
|
2024
Q2 | $452K | Buy |
+6,955
| New | +$452K | 0.06% | 83 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 121 |
|