Fulcrum Equity 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 | $4.85M | Buy |
+66,540
| New | +$4.85M | 4.98% | 4 |
|
|
2024
Q4 | – | Sell |
-3,437
| Closed | -$247K | – | 155 |
|
|
2024
Q3 | $247K | Buy |
+3,437
| New | +$247K | 0.21% | 123 |
|
|
2021
Q3 | – | Sell |
-44,828
| Closed | -$2.73M | – | 226 |
|
|
2021
Q2 | $2.73M | Buy |
+44,828
| New | +$2.73M | 1.02% | 22 |
|
|
2019
Q4 | – | Sell |
-7,096
| Closed | -$411K | – | 209 |
|
|
2019
Q3 | $411K | Buy |
+7,096
| New | +$411K | 0.21% | 60 |
|