D.B. Root & Company’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 | $232K | Buy |
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|
2025
Q2 | $230K | Buy |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | $221K | Buy |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | $204K | Buy |
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|
2024
Q1 | $207K | Sell |
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|
2023
Q4 | $200K | Sell |
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|
2023
Q3 | $230K | Buy |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $361K | Sell |
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|
2022
Q4 | $383K | Sell |
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|
2022
Q3 | $400K | Sell |
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|
2022
Q2 | $430K | Sell |
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|
2022
Q1 | $469K | Buy |
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|
2021
Q4 | $474K | Sell |
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|
2021
Q3 | $533K | Sell |
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|
2021
Q2 | $938K | Sell |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $3.13M | Sell |
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|
2020
Q3 | $8.46M | Buy |
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|
2020
Q2 | $7.41M | Buy |
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|
2020
Q1 | $6.55M | Buy |
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|
2019
Q4 | $6.04M | Buy |
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|
2019
Q3 | $4.42M | Buy |
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|
2019
Q2 | $485K | Sell |
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|
2019
Q1 | $861K | Buy |
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|
2018
Q4 | $478K | Buy |
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|
2018
Q3 | $271K | Buy |
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|
2018
Q2 | $256K | Sell |
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|
2018
Q1 | $267K | Buy |
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