Evernest Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
3,470
+17
| +0.5% | +$1.24K | 0.08% | 150 |
|
|
2025
Q1 | $258K | Buy |
3,453
+14
| +0.4% | +$1.05K | 0.09% | 137 |
|
|
2024
Q4 | $241K | Buy |
3,439
+15
| +0.4% | +$1.05K | 0.06% | 146 |
|
|
2024
Q3 | $246K | Buy |
3,424
+15
| +0.4% | +$1.08K | 0.07% | 142 |
|
|
2024
Q2 | $221K | Buy |
3,409
+18
| +0.5% | +$1.17K | 0.1% | 123 |
|
|
2024
Q1 | $216K | Sell |
3,391
-3,330
| -50% | -$212K | 0.1% | 121 |
|
|
2023
Q4 | $421K | Buy |
+6,721
| New | +$421K | 0.21% | 94 |
|
|
2021
Q4 | $213K | Buy |
+3,379
| New | +$213K | 0.11% | 115 |
|