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Davies Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Davies Financial Advisors’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,449
Closed -$247K – 69
2024
Q3 		$247K Hold
3,449
– – 0.22% 61
2024
Q2 		$224K Hold
3,449
– – 0.21% 66
2024
Q1 		$227K Buy
+3,449
New +$227K 0.23% 58