IA
Insight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,320
| Closed | -$519K | – | 309 |
|
|
2023
Q1 | $519K | Sell |
8,320
-3,385
| -29% | -$211K | 0.12% | 133 |
|
|
2022
Q4 | $748K | Sell |
11,705
-1,710
| -13% | -$109K | 0.26% | 98 |
|
|
2022
Q3 | $776K | Sell |
13,415
-1,406
| -9% | -$81.3K | 0.3% | 92 |
|
|
2022
Q2 | $951K | Buy |
14,821
+3,433
| +30% | +$220K | 0.32% | 84 |
|
|
2022
Q1 | $764K | Sell |
11,388
-1,747
| -13% | -$117K | 0.23% | 118 |
|
|
2021
Q4 | $901K | Sell |
13,135
-16,232
| -55% | -$1.11M | 0.27% | 98 |
|
|
2021
Q3 | $1.88M | Sell |
29,367
-11,860
| -29% | -$759K | 0.56% | 42 |
|
|
2021
Q2 | $2.6M | Sell |
41,227
-2,860
| -6% | -$181K | 0.82% | 23 |
|
|
2021
Q1 | $2.67M | Sell |
44,087
-1,656
| -4% | -$100K | 0.84% | 24 |
|
|
2020
Q4 | $2.57M | Buy |
+45,743
| New | +$2.57M | 0.97% | 16 |
|