Hunter Associates Investment Management’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
Q2 | – | Sell |
-3,500
| Closed | -$218K | – | 255 |
|
2023
Q1 | $218K | Sell |
3,500
-3,600
| -51% | -$224K | 0.05% | 234 |
|
2022
Q4 | $454K | Buy |
+7,100
| New | +$454K | 0.11% | 146 |
|
2020
Q4 | – | Sell |
-4,170
| Closed | -$224K | – | 201 |
|
2020
Q3 | $224K | Sell |
4,170
-962
| -19% | -$51.7K | 0.06% | 163 |
|
2020
Q2 | $255K | Buy |
+5,132
| New | +$255K | 0.08% | 142 |
|