HCA
Heck Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
7,034
+6,538
| +1,318% | +$476K | 0.04% | 131 |
|
|
2025
Q1 | $37.1K | Hold |
496
| – | – | ﹤0.01% | 176 |
|
|
2024
Q4 | $34.7K | Buy |
+496
| New | +$34.7K | ﹤0.01% | 167 |
|
|
2023
Q3 | – | Sell |
-122,352
| Closed | -$7.68M | – | 192 |
|
|
2023
Q2 | $7.68M | Buy |
122,352
+1,911
| +2% | +$120K | 1.32% | 27 |
|
|
2023
Q1 | $7.52M | Buy |
120,441
+3,420
| +3% | +$213K | 1.44% | 27 |
|
|
2022
Q4 | $7.48M | Sell |
117,021
-2,296
| -2% | -$147K | 1.45% | 25 |
|
|
2022
Q3 | $6.9M | Sell |
119,317
-2,558
| -2% | -$148K | 1.42% | 24 |
|
|
2022
Q2 | $7.56M | Sell |
121,875
-5,776
| -5% | -$358K | 1.52% | 19 |
|
|
2022
Q1 | $8.56M | Buy |
127,651
+798
| +0.6% | +$53.5K | 1.55% | 15 |
|
|
2021
Q4 | $8.71M | Sell |
126,853
-3,466
| -3% | -$238K | 1.58% | 14 |
|
|
2021
Q3 | $7.93M | Buy |
+130,319
| New | +$7.93M | 1.58% | 16 |
|