Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,465
| Closed | -$118K | – | 728 |
|
|
2017
Q4 | $118K | Hold |
2,465
| – | – | ﹤0.01% | 439 |
|
|
2017
Q3 | $113K | Hold |
2,465
| – | – | ﹤0.01% | 442 |
|
|
2017
Q2 | $110K | Hold |
2,465
| – | – | ﹤0.01% | 450 |
|
|
2017
Q1 | $107K | Hold |
2,465
| – | – | ﹤0.01% | 467 |
|
|
2016
Q4 | $102K | Hold |
2,465
| – | – | ﹤0.01% | 493 |
|
|
2016
Q3 | $102K | Hold |
2,465
| – | – | ﹤0.01% | 477 |
|
|
2016
Q2 | $105K | Hold |
2,465
| – | – | ﹤0.01% | 454 |
|
|
2016
Q1 | $99K | Hold |
2,465
| – | – | ﹤0.01% | 459 |
|
|
2015
Q4 | $95K | Hold |
2,465
| – | – | ﹤0.01% | 482 |
|
|
2015
Q3 | $89K | Hold |
2,465
| – | – | ﹤0.01% | 499 |
|
|
2015
Q2 | $90K | Hold |
2,465
| – | – | ﹤0.01% | 541 |
|
|
2015
Q1 | $93K | Buy |
+2,465
| New | +$93K | ﹤0.01% | 538 |
|