Geller Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.87M | Hold |
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|
2024
Q3 | $3.96M | Hold |
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|
2024
Q2 | $3.59M | Hold |
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|
2024
Q1 | $3.64M | Hold |
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|
2023
Q4 | $3.46M | Hold |
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|
2023
Q3 | $3.25M | Sell |
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|
2023
Q2 | $3.53M | Hold |
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|
2023
Q1 | $3.51M | Hold |
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|
2022
Q4 | $3.59M | Hold |
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|
2022
Q3 | $3.25M | Hold |
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|
2022
Q2 | $3.49M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $22.6M | Buy |
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|
2019
Q4 | $27.9M | Buy |
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|
2019
Q3 | $771K | Buy |
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|
2019
Q2 | $729K | Buy |
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|
2019
Q1 | $693K | Buy |
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|
2018
Q4 | $611K | Buy |
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|
2018
Q3 | $645K | Buy |
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|
2018
Q2 | $614K | Buy |
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|
2018
Q1 | $605K | Sell |
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|
2017
Q4 | $1.13M | Sell |
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|
2017
Q3 | $1.17M | Buy |
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|
2017
Q2 | $1.14M | Sell |
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|
2017
Q1 | $1.15M | Buy |
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|
2016
Q4 | $1.1M | Buy |
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|
2016
Q3 | $1.09M | Buy |
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|
2016
Q2 | $1.12M | Buy |
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|
2016
Q1 | $1.05M | Sell |
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|
2015
Q4 | $2.38M | Buy |
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|
2015
Q3 | $2.2M | Buy |
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|
2015
Q2 | $2.23M | Buy |
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|
2015
Q1 | $2.3M | Buy |
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|
2014
Q4 | $2.29M | Buy |
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|
2014
Q3 | $2.1M | Sell |
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|
2014
Q2 | $4.41M | Sell |
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|
2014
Q1 | $12.7M | Buy |
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|
2013
Q4 | $12.3M | Buy |
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|
2013
Q3 | $10.5M | Buy |
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|
2013
Q2 | $10.1M | Buy |
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