Destiny Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,239
| Closed | -$79.2K | – | 576 |
|
2022
Q4 | $79.2K | Buy |
1,239
+885
| +250% | +$56.6K | 0.02% | 245 |
|
2022
Q3 | $20K | Hold |
354
| – | – | ﹤0.01% | 354 |
|
2022
Q2 | $22K | Hold |
354
| – | – | ﹤0.01% | 345 |
|
2022
Q1 | $24K | Buy |
+354
| New | +$24K | ﹤0.01% | 368 |
|
2021
Q1 | – | Sell |
-5,579
| Closed | -$314K | – | 570 |
|
2020
Q4 | $314K | Buy |
+5,579
| New | +$314K | 0.07% | 146 |
|