GWWM
Great Waters Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
22,135
-280
| -1% | -$20.4K | 0.21% | 29 |
|
|
2025
Q1 | $1.67M | Sell |
22,415
-776
| -3% | -$58K | 0.23% | 26 |
|
|
2024
Q4 | $1.62M | Sell |
23,191
-186
| -0.8% | -$13K | 0.21% | 33 |
|
|
2024
Q3 | $1.68M | Sell |
23,377
-480
| -2% | -$34.4K | 0.23% | 29 |
|
|
2024
Q2 | $1.55M | Sell |
23,857
-814
| -3% | -$52.9K | 0.24% | 30 |
|
|
2024
Q1 | $1.63M | Sell |
24,671
-67
| -0.3% | -$4.41K | 0.27% | 29 |
|
|
2023
Q4 | $1.56M | Sell |
24,738
-3,421
| -12% | -$216K | 0.28% | 30 |
|
|
2023
Q3 | $1.64M | Sell |
28,159
-1,062
| -4% | -$61.9K | 0.33% | 30 |
|
|
2023
Q2 | $1.84M | Sell |
29,221
-1,720
| -6% | -$108K | 0.36% | 30 |
|
|
2023
Q1 | $1.97M | Sell |
30,941
-1,713
| -5% | -$109K | 0.42% | 27 |
|
|
2022
Q4 | $2.07M | Buy |
+32,654
| New | +$2.07M | 0.45% | 27 |
|