Financial Gravity Asset 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-388
| Closed | -$24.9K | – | 2385 |
|
2024
Q1 | $24.9K | Buy |
388
+194
| +100% | +$12.5K | ﹤0.01% | 499 |
|
2023
Q4 | $12.2K | Buy |
+194
| New | +$12.2K | ﹤0.01% | 754 |
|
2021
Q3 | – | Sell |
-2
| Closed | -$61K | – | 1005 |
|
2021
Q2 | $61K | Buy |
+2
| New | +$61K | 0.02% | 504 |
|
2020
Q2 | – | Sell |
-36
| Closed | -$2 | – | 782 |
|
2020
Q1 | $2 | Hold |
36
| – | – | ﹤0.01% | 1085 |
|
2019
Q4 | $2K | Sell |
36
-2,117
| -98% | -$118K | ﹤0.01% | 1333 |
|
2019
Q3 | $125K | Buy |
2,153
+1,279
| +146% | +$74.3K | 0.11% | 177 |
|
2019
Q2 | $48K | Buy |
+874
| New | +$48K | 0.04% | 329 |
|