Falcon Wealth Planning’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
Q3 | $267K | Hold |
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|
2025
Q2 | $265K | Hold |
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|
2025
Q1 | $272K | Hold |
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|
2024
Q4 | $255K | Hold |
|
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|
2024
Q3 | $261K | Sell |
|
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|
2024
Q2 | $245K | Sell |
|
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|
2024
Q1 | $290K | Hold |
|
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|
2023
Q4 | $275K | Sell |
|
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $289K | Sell |
|
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|
2023
Q1 | $287K | Hold |
|
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|
2022
Q4 | $294K | Hold |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $286K | Hold |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $316K | Hold |
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|
2021
Q3 | $280K | Hold |
|
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|
2021
Q2 | $281K | Sell |
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|
2021
Q1 | $288K | Hold |
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|
2020
Q4 | $278K | Buy |
|