Cyndeo Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $252K | Buy |
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|
2025
Q2 | $249K | Buy |
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|
2025
Q1 | $226K | Buy |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $267K | Buy |
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|
2024
Q2 | $241K | Buy |
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $853K | Sell |
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|
2023
Q3 | $14.1M | Sell |
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|
2023
Q2 | $15.1M | Sell |
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|
2023
Q1 | $19.9M | Buy |
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|
2022
Q4 | $19.7M | Buy |
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