Heritage Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-912
| Closed | -$57.3K | – | 565 |
|
|
2023
Q2 | $57.3K | Hold |
912
| – | – | ﹤0.01% | 304 |
|
|
2023
Q1 | $56.9K | Hold |
912
| – | – | ﹤0.01% | 303 |
|
|
2022
Q4 | $58.3K | Hold |
912
| – | – | ﹤0.01% | 306 |
|
|
2022
Q3 | $52.7K | Hold |
912
| – | – | ﹤0.01% | 293 |
|
|
2022
Q2 | $57K | Buy |
+912
| New | +$57K | ﹤0.01% | 316 |
|