HBK Sorce Advisory’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 | $229K | Sell |
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|
2025
Q2 | $231K | Hold |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $223K | Hold |
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|
2024
Q3 | $229K | Buy |
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|
2024
Q2 | $206K | Sell |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $213K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $327K | Buy |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $691K | Buy |
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|
2022
Q3 | $313K | Buy |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $475K | Sell |
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|
2021
Q3 | $436K | Sell |
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|
2021
Q2 | $452K | Sell |
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|
2021
Q1 | $442K | Buy |
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|
2020
Q4 | $422K | Sell |
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|
2020
Q3 | $405K | Sell |
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|
2020
Q2 | $448K | Sell |
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|
2020
Q1 | $440K | Hold |
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|
2019
Q4 | $547K | Hold |
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|
2019
Q3 | $543K | Buy |
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|
2019
Q2 | $445K | Sell |
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|
2019
Q1 | $712K | Buy |
|