HWM
Horizon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-81,077
| Closed | -$5.06M | – | 85 |
|
|
2023
Q1 | $5.06M | Sell |
81,077
-244,881
| -75% | -$15.3M | 3.8% | 9 |
|
|
2022
Q4 | $20.8M | Buy |
325,958
+155,693
| +91% | +$9.95M | 16.97% | 1 |
|
|
2022
Q3 | $9.85M | Sell |
170,265
-67,711
| -28% | -$3.92M | 7.22% | 4 |
|
|
2022
Q2 | $14.8M | Buy |
+237,976
| New | +$14.8M | 6.11% | 4 |
|