IWA
IBEX 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-62
| Closed | -$3K | – | 318 |
|
|
2019
Q2 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 362 |
|
|
2017
Q4 | – | Sell |
-6,526
| Closed | -$301K | – | 131 |
|
|
2017
Q3 | $301K | Hold |
6,526
| – | – | 0.11% | 110 |
|
|
2017
Q2 | $291K | Buy |
+6,526
| New | +$291K | 0.11% | 111 |
|
|
2016
Q4 | – | Sell |
-65,086
| Closed | -$2.7M | – | 467 |
|
|
2016
Q3 | $2.7M | Buy |
+65,086
| New | +$2.7M | 1.48% | 23 |
|