Hefty Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-7,619
Closed -$316K 264
2016
Q4
$316K Sell
7,619
-55
-0.7% -$2.28K 0.26% 67
2016
Q3
$318K Sell
7,674
-4,149
-35% -$172K 0.24% 79
2016
Q2
$505K Buy
+11,823
New +$505K 0.42% 71