HWA
HHM Wealth 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 | $32.3K | Hold |
444
| – | – | ﹤0.01% | 440 |
|
|
2025
Q1 | $33.2K | Hold |
444
| – | – | ﹤0.01% | 425 |
|
|
2024
Q4 | $31.1K | Hold |
444
| – | – | ﹤0.01% | 432 |
|
|
2024
Q3 | $31.8K | Hold |
444
| – | – | ﹤0.01% | 403 |
|
|
2024
Q2 | $28.8K | Hold |
444
| – | – | ﹤0.01% | 406 |
|
|
2024
Q1 | $29.2K | Hold |
444
| – | – | ﹤0.01% | 361 |
|
|
2023
Q4 | $27.8K | Hold |
444
| – | – | ﹤0.01% | 367 |
|
|
2023
Q3 | $26.1K | Hold |
444
| – | – | 0.01% | 365 |
|
|
2023
Q2 | $27.9K | Hold |
444
| – | – | 0.01% | 371 |
|
|
2023
Q1 | $27.7K | Hold |
444
| – | – | 0.01% | 366 |
|
|
2022
Q4 | $28.4K | Hold |
444
| – | – | 0.01% | 317 |
|
|
2022
Q3 | $26K | Hold |
444
| – | – | 0.01% | 321 |
|
|
2022
Q2 | $28K | Hold |
444
| – | – | 0.01% | 370 |
|
|
2022
Q1 | $30K | Sell |
444
-142
| -24% | -$9.6K | 0.01% | 379 |
|
|
2021
Q4 | $40K | Buy |
586
+444
| +313% | +$30.3K | 0.01% | 339 |
|
|
2021
Q3 | $9K | Hold |
142
| – | – | ﹤0.01% | 500 |
|
|
2021
Q2 | $9K | Hold |
142
| – | – | ﹤0.01% | 485 |
|
|
2021
Q1 | $8K | Hold |
142
| – | – | ﹤0.01% | 466 |
|
|
2020
Q4 | $8K | Hold |
142
| – | – | ﹤0.01% | 435 |
|
|
2020
Q3 | $8K | Hold |
142
| – | – | ﹤0.01% | 405 |
|
|
2020
Q2 | $7K | Buy |
+142
| New | +$7K | ﹤0.01% | 387 |
|