HCR Wealth Advisors’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 | $373K | Hold |
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|
2025
Q2 | $374K | Sell |
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|
2025
Q1 | $399K | Buy |
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|
2024
Q4 | $372K | Hold |
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|
2024
Q3 | $381K | Buy |
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|
2024
Q2 | $331K | Buy |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $305K | Sell |
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|
2023
Q2 | $370K | Hold |
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|
2023
Q1 | $368K | Hold |
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|
2022
Q4 | $376K | Hold |
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|
2022
Q3 | $341K | Buy |
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|
2022
Q2 | $365K | Sell |
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|
2022
Q1 | $408K | Hold |
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|
2021
Q4 | $417K | Sell |
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|
2021
Q3 | $440K | Sell |
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|
2021
Q2 | $750K | Sell |
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|
2021
Q1 | $867K | Buy |
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