Elmwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20
| Closed | -$1K | – | 291 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 360 |
|
|
2021
Q2 | $32K | Hold |
520
| – | – | 0.02% | 192 |
|
|
2021
Q1 | $30K | Buy |
+520
| New | +$30K | 0.02% | 190 |
|
|
2020
Q2 | – | Sell |
-345
| Closed | -$16.2K | – | 331 |
|
|
2020
Q1 | $16.2K | Buy |
+345
| New | +$16.2K | 0.02% | 170 |
|
|
2019
Q1 | – | Sell |
-345
| Closed | -$16K | – | 300 |
|
|
2018
Q4 | $16K | Hold |
345
| – | – | 0.02% | 168 |
|
|
2018
Q3 | $17.1K | Hold |
345
| – | – | 0.01% | 178 |
|
|
2018
Q2 | $16.4K | Hold |
345
| – | – | 0.01% | 178 |
|
|
2018
Q1 | $16.2K | Buy |
+345
| New | +$16.2K | 0.02% | 170 |
|