EverSource Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Sell |
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|
2025
Q1 | $150K | Hold |
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|
2024
Q4 | $141K | Buy |
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|
2024
Q3 | $123K | Hold |
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|
2024
Q2 | $116K | Sell |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $146K | Sell |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | $213K | Sell |
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|
2022
Q4 | $230K | Buy |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $13K | Buy |
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