Gupta Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $57K | Buy |
1,403
+832
| +146% | +$33.8K | 0.01% | 420 |
|
|
2015
Q4 | $22K | Sell |
571
-198
| -26% | -$7.63K | 0.01% | 639 |
|
|
2015
Q3 | $28K | Sell |
769
-385
| -33% | -$14K | 0.01% | 599 |
|
|
2015
Q2 | $42K | Hold |
1,154
| – | – | 0.01% | 506 |
|
|
2015
Q1 | $44K | Buy |
+1,154
| New | +$44K | 0.01% | 428 |
|