EverSource Wealth Advisors’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 | $142K | Sell |
1,944
-68
| -3% | -$4.95K | 0.01% | 1024 |
|
|
2025
Q1 | $150K | Hold |
2,012
| – | – | 0.01% | 768 |
|
|
2024
Q4 | $141K | Buy |
2,012
+299
| +17% | +$20.9K | 0.01% | 800 |
|
|
2024
Q3 | $123K | Hold |
1,713
| – | – | 0.01% | 725 |
|
|
2024
Q2 | $116K | Sell |
1,713
-2,000
| -54% | -$135K | 0.01% | 741 |
|
|
2024
Q1 | $237K | Sell |
3,713
-246
| -6% | -$15.7K | 0.02% | 441 |
|
|
2023
Q4 | $248K | Buy |
3,959
+1,479
| +60% | +$92.7K | 0.02% | 386 |
|
|
2023
Q3 | $146K | Sell |
2,480
-1,009
| -29% | -$59.3K | 0.02% | 472 |
|
|
2023
Q2 | $219K | Buy |
3,489
+77
| +2% | +$4.84K | 0.02% | 379 |
|
|
2023
Q1 | $213K | Sell |
3,412
-187
| -5% | -$11.7K | 0.03% | 358 |
|
|
2022
Q4 | $230K | Buy |
3,599
+3,412
| +1,825% | +$218K | 0.03% | 330 |
|
|
2022
Q3 | $11K | Hold |
187
| – | – | ﹤0.01% | 1110 |
|
|
2022
Q2 | $12K | Hold |
187
| – | – | ﹤0.01% | 993 |
|
|
2022
Q1 | $13K | Buy |
+187
| New | +$13K | ﹤0.01% | 889 |
|