Gradient Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Hold |
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|
2025
Q1 | $445K | Hold |
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|
2024
Q4 | $417K | Sell |
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|
2024
Q3 | $440K | Hold |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $441K | Sell |
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|
2023
Q4 | $420K | Sell |
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|
2023
Q3 | $423K | Sell |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $454K | Sell |
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|
2022
Q4 | $484K | Hold |
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|
2022
Q3 | $438K | Hold |
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|
2022
Q2 | $469K | Sell |
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|
2022
Q1 | $518K | Buy |
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|
2021
Q4 | $499K | Buy |
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|
2021
Q3 | $430K | Buy |
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|
2021
Q2 | $421K | Buy |
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|
2021
Q1 | $399K | Buy |
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|
2020
Q4 | $383K | Buy |
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|
2020
Q3 | $363K | Sell |
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|
2020
Q2 | $366K | Buy |
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|
2020
Q1 | $343K | Sell |
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|
2019
Q4 | $439K | Buy |
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|
2019
Q3 | $433K | Buy |
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|
2019
Q2 | $409K | Sell |
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|
2019
Q1 | $392K | Buy |
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|
2018
Q4 | $345K | Sell |
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|
2018
Q3 | $371K | Sell |
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|
2018
Q2 | $360K | Sell |
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|
2018
Q1 | $363K | Buy |
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|
2017
Q4 | $366K | Buy |
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