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Excalibur Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Excalibur Management’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-7,096
Closed -$304K – 70
2016
Q2 		$304K Hold
7,096
– – 0.26% 55
2016
Q1 		$286K Hold
7,096
– – 0.26% 55
2015
Q4 		$274K Buy
+7,096
New +$274K 0.25% 57