GWA
Guidant 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $71K | Hold |
1,220
| – | – | 0.03% | 156 |
|
|
2019
Q2 | $67K | Hold |
1,220
| – | – | 0.03% | 163 |
|
|
2019
Q1 | $64K | Hold |
1,220
| – | – | 0.02% | 168 |
|
|
2018
Q4 | $56K | Hold |
1,220
| – | – | 0.03% | 124 |
|
|
2018
Q3 | $60K | Hold |
1,220
| – | – | 0.03% | 77 |
|
|
2018
Q2 | $57K | Buy |
+1,220
| New | +$57K | 0.02% | 75 |
|
|
2017
Q3 | – | Sell |
-1,020
| Closed | -$45K | – | 223 |
|
|
2017
Q2 | $45K | Sell |
1,020
-40
| -4% | -$1.77K | 0.02% | 117 |
|
|
2017
Q1 | $46K | Buy |
+1,060
| New | +$46K | 0.02% | 115 |
|