Guardian Wealth Advisors (North Carolina)’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
Q3 | $538K | Sell |
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|
2025
Q2 | $538K | Sell |
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|
2025
Q1 | $568K | Sell |
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|
2024
Q4 | $880K | Buy |
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|
2024
Q3 | $889K | Sell |
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|
2024
Q2 | $926K | Sell |
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|
2024
Q1 | $949K | Buy |
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|
2023
Q4 | $156K | Hold |
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|
2023
Q3 | $147K | Hold |
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|
2023
Q2 | $157K | Hold |
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|
2023
Q1 | $156K | Hold |
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|
2022
Q4 | $160K | Hold |
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|
2022
Q3 | $144K | Buy |
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