Heritage Wealth Management (Arizona)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SPLV Stock Details SPLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$409K	Sell
2024 Q1	$418K	Buy
2023 Q4	$397K	Buy
2022 Q4	$1.1M	Buy
2022 Q3	$500K	Sell
2022 Q2	$537K	Sell
2022 Q1	$743K	Buy
2021 Q3	$907K	Sell
2021 Q2	$1.06M	Buy