GFWA
Grey Fox Wealth Advisors’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 | $794K | Buy |
10,906
+34
| +0.3% | +$2.48K | 0.19% | 68 |
|
|
2025
Q1 | $812K | Sell |
10,872
-30
| -0.3% | -$2.24K | 0.22% | 67 |
|
|
2024
Q4 | $763K | Sell |
10,902
-511
| -4% | -$35.8K | 0.21% | 70 |
|
|
2024
Q3 | $819K | Sell |
11,413
-1,661
| -13% | -$119K | 0.23% | 63 |
|
|
2024
Q2 | $849K | Sell |
13,074
-5
| -0% | -$325 | 0.3% | 52 |
|
|
2024
Q1 | $861K | Sell |
13,079
-1,139
| -8% | -$75K | 0.32% | 52 |
|
|
2023
Q4 | $891K | Sell |
14,218
-24,910
| -64% | -$1.56M | 0.39% | 47 |
|
|
2023
Q3 | $2.3M | Sell |
39,128
-63,673
| -62% | -$3.74M | 1.15% | 21 |
|
|
2023
Q2 | $6.46M | Buy |
102,801
+14,062
| +16% | +$883K | 3.32% | 8 |
|
|
2023
Q1 | $5.54M | Sell |
88,739
-38,981
| -31% | -$2.43M | 3.27% | 7 |
|
|
2022
Q4 | $8.16M | Buy |
+127,720
| New | +$8.16M | 5.39% | 4 |
|