DWMS
Dominguez Wealth Management Solutions’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 | $9.89M | Buy |
135,833
+7,866
| +6% | +$573K | 6.86% | 5 |
|
|
2025
Q1 | $9.56M | Buy |
127,967
+5,628
| +5% | +$421K | 7.01% | 5 |
|
|
2024
Q4 | $8.56M | Buy |
122,339
+1,453
| +1% | +$102K | 6.25% | 5 |
|
|
2024
Q3 | $8.67M | Sell |
120,886
-3,060
| -2% | -$219K | 6.28% | 5 |
|
|
2024
Q2 | $8.05M | Buy |
123,946
+8,040
| +7% | +$522K | 6.06% | 5 |
|
|
2024
Q1 | $7.63M | Buy |
115,906
+3,256
| +3% | +$214K | 6.01% | 5 |
|
|
2023
Q4 | $7.06M | Sell |
112,650
-2,151
| -2% | -$135K | 5.85% | 5 |
|
|
2023
Q3 | $6.75M | Buy |
114,801
+411
| +0.4% | +$24.2K | 6.23% | 4 |
|
|
2023
Q2 | $7.18M | Buy |
114,390
+735
| +0.6% | +$46.2K | 6.28% | 4 |
|
|
2023
Q1 | $7.09M | Buy |
113,655
+1,138
| +1% | +$71K | 6.51% | 4 |
|
|
2022
Q4 | $7.19M | Buy |
+112,517
| New | +$7.19M | 7.15% | 4 |
|