Golden State Wealth 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 | $1.66M | Buy |
22,735
+20,862
| +1,114% | +$1.52M | 0.2% | 94 |
|
|
2025
Q1 | $140K | Sell |
1,873
-4,398
| -70% | -$329K | 0.02% | 382 |
|
|
2024
Q4 | $439K | Buy |
+6,271
| New | +$439K | 0.07% | 212 |
|
|
2020
Q2 | – | Sell |
-692
| Closed | -$32K | – | 784 |
|
|
2020
Q1 | $32K | Buy |
+692
| New | +$32K | 0.01% | 429 |
|
|
2019
Q4 | – | Sell |
-692
| Closed | -$40K | – | 786 |
|
|
2019
Q3 | $40K | Hold |
692
| – | – | 0.01% | 478 |
|
|
2019
Q2 | $38K | Hold |
692
| – | – | 0.01% | 510 |
|
|
2019
Q1 | $36K | Buy |
+692
| New | +$36K | 0.01% | 518 |
|