FSC 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.45M | Buy |
102,316
+1,216
| +1% | +$88.5K | 4.7% | 7 |
|
2025
Q1 | $7.55M | Buy |
101,100
+90,987
| +900% | +$6.8M | 4.96% | 6 |
|
2024
Q4 | $708K | Buy |
10,113
+7
| +0.1% | +$490 | 0.46% | 33 |
|
2024
Q3 | $725K | Buy |
+10,106
| New | +$725K | 0.52% | 33 |
|
2022
Q2 | – | Sell |
-340,898
| Closed | -$22.9M | – | 221 |
|
2022
Q1 | $22.9M | Buy |
340,898
+246,992
| +263% | +$16.6M | 21.69% | 1 |
|
2021
Q4 | $6.45M | Buy |
+93,906
| New | +$6.45M | 4.37% | 8 |
|