Family Capital Management’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 | $477K | Hold |
6,547
| – | – | 0.25% | 60 |
|
|
2025
Q1 | $489K | Hold |
6,547
| – | – | 0.3% | 52 |
|
|
2024
Q4 | $458K | Hold |
6,547
| – | – | 0.28% | 52 |
|
|
2024
Q3 | $470K | Hold |
6,547
| – | – | 0.3% | 46 |
|
|
2024
Q2 | $425K | Hold |
6,547
| – | – | 0.29% | 46 |
|
|
2024
Q1 | $431K | Hold |
6,547
| – | – | 0.3% | 46 |
|
|
2023
Q4 | $410K | Sell |
6,547
-1,327
| -17% | -$83.2K | 0.29% | 45 |
|
|
2023
Q3 | $463K | Hold |
7,874
| – | – | 0.31% | 43 |
|
|
2023
Q2 | $495K | Hold |
7,874
| – | – | 0.31% | 39 |
|
|
2023
Q1 | $491K | Hold |
7,874
| – | – | 0.21% | 37 |
|
|
2022
Q4 | $503K | Buy |
+7,874
| New | +$503K | 0.33% | 37 |
|