Financial Synergies Wealth Advisors’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 |
-234
| Closed | -$15.4K | – | 414 |
|
|
2024
Q1 | $15.4K | Hold |
234
| – | – | ﹤0.01% | 219 |
|
|
2023
Q4 | $15K | Hold |
234
| – | – | ﹤0.01% | 158 |
|
|
2023
Q3 | $13.8K | Hold |
234
| – | – | ﹤0.01% | 211 |
|
|
2023
Q2 | $14.7K | Hold |
234
| – | – | ﹤0.01% | 199 |
|
|
2023
Q1 | $14.6K | Hold |
234
| – | – | ﹤0.01% | 208 |
|
|
2022
Q4 | $15K | Sell |
234
-226
| -49% | -$14.4K | ﹤0.01% | 158 |
|
|
2022
Q3 | $26.6K | Sell |
460
-85
| -16% | -$4.92K | ﹤0.01% | 116 |
|
|
2022
Q2 | $33.8K | Buy |
+545
| New | +$33.8K | 0.01% | 115 |
|