Holistic Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Sell |
12,107
-85
| -0.7% | -$6.19K | 0.25% | 76 |
|
|
2025
Q1 | $911K | Sell |
12,192
-573
| -4% | -$42.8K | 0.31% | 66 |
|
|
2024
Q4 | $894K | Sell |
12,765
-2,220
| -15% | -$155K | 0.32% | 61 |
|
|
2024
Q3 | $1.07M | Sell |
14,985
-8,387
| -36% | -$602K | 0.45% | 46 |
|
|
2024
Q2 | $1.54M | Sell |
23,372
-573
| -2% | -$37.7K | 1.18% | 24 |
|
|
2024
Q1 | $1.58M | Sell |
23,945
-2,772
| -10% | -$183K | 1.2% | 24 |
|
|
2023
Q4 | $1.67M | Buy |
+26,717
| New | +$1.67M | 1.41% | 22 |
|