IAG Wealth Partners’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 | $25.5K | Hold |
350
| – | – | ﹤0.01% | 259 |
|
|
2025
Q1 | $26.2K | Hold |
350
| – | – | ﹤0.01% | 254 |
|
|
2024
Q4 | $24.5K | Sell |
350
-220
| -39% | -$15.4K | ﹤0.01% | 261 |
|
|
2024
Q3 | $40.9K | Hold |
570
| – | – | 0.01% | 210 |
|
|
2024
Q2 | $37K | Hold |
570
| – | – | 0.01% | 205 |
|
|
2024
Q1 | $37.5K | Hold |
570
| – | – | 0.01% | 188 |
|
|
2023
Q4 | $35.7K | Sell |
570
-32
| -5% | -$2.01K | 0.01% | 185 |
|
|
2023
Q3 | $35.4K | Sell |
602
-80
| -12% | -$4.7K | 0.01% | 170 |
|
|
2023
Q2 | $42.8K | Hold |
682
| – | – | 0.01% | 168 |
|
|
2023
Q1 | $42.6K | Hold |
682
| – | – | 0.01% | 153 |
|
|
2022
Q4 | $43.6K | Hold |
682
| – | – | 0.01% | 150 |
|
|
2022
Q3 | $39K | Hold |
682
| – | – | 0.01% | 144 |
|
|
2022
Q2 | $42K | Sell |
682
-75
| -10% | -$4.62K | 0.01% | 142 |
|
|
2022
Q1 | $51K | Sell |
757
-32
| -4% | -$2.16K | 0.02% | 137 |
|
|
2021
Q4 | $54K | Sell |
789
-170
| -18% | -$11.6K | 0.02% | 130 |
|
|
2021
Q3 | $59K | Hold |
959
| – | – | 0.02% | 113 |
|
|
2021
Q2 | $59K | Sell |
959
-214
| -18% | -$13.2K | 0.02% | 110 |
|
|
2021
Q1 | $69K | Hold |
1,173
| – | – | 0.03% | 90 |
|
|
2020
Q4 | $66K | Hold |
1,173
| – | – | 0.03% | 94 |
|
|
2020
Q3 | $63K | Sell |
1,173
-367
| -24% | -$19.7K | 0.03% | 95 |
|
|
2020
Q2 | $77K | Hold |
1,540
| – | – | 0.04% | 79 |
|
|
2020
Q1 | $73K | Sell |
1,540
-486
| -24% | -$23K | 0.05% | 77 |
|
|
2019
Q4 | $119K | Buy |
+2,026
| New | +$119K | 0.08% | 60 |
|