Golden State Equity Partners’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 | $652K | Buy |
8,950
+601
| +7% | +$43.8K | 0.12% | 206 |
|
|
2025
Q1 | $624K | Sell |
8,349
-958
| -10% | -$71.6K | 0.12% | 201 |
|
|
2024
Q4 | $651K | Buy |
9,307
+9,224
| +11,113% | +$646K | 0.12% | 190 |
|
|
2024
Q3 | $5.95K | Sell |
83
-10,844
| -99% | -$778K | ﹤0.01% | 639 |
|
|
2024
Q2 | $710K | Buy |
+10,927
| New | +$710K | 0.15% | 156 |
|
|
2023
Q4 | $785K | Sell |
12,526
-649
| -5% | -$40.7K | 0.19% | 124 |
|
|
2023
Q3 | $775K | Buy |
13,175
+176
| +1% | +$10.3K | 0.22% | 117 |
|
|
2023
Q2 | $816K | Buy |
+12,999
| New | +$816K | 0.23% | 107 |
|