JWM
Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-47
| Closed | -$3.1K | – | 1122 |
|
|
2024
Q1 | $3.1K | Hold |
47
| – | – | ﹤0.01% | 819 |
|
|
2023
Q4 | $2.95K | Hold |
47
| – | – | ﹤0.01% | 813 |
|
|
2023
Q3 | $2.76K | Buy |
+47
| New | +$2.76K | ﹤0.01% | 793 |
|
|
2023
Q2 | – | Sell |
-61
| Closed | -$3.86K | – | 1013 |
|
|
2023
Q1 | $3.86K | Sell |
61
-177
| -74% | -$11.2K | ﹤0.01% | 698 |
|
|
2022
Q4 | $15.4K | Sell |
238
-162
| -41% | -$10.5K | ﹤0.01% | 488 |
|
|
2022
Q3 | $23K | Hold |
400
| – | – | 0.01% | 435 |
|
|
2022
Q2 | $26K | Sell |
400
-292
| -42% | -$19K | 0.01% | 432 |
|
|
2022
Q1 | $46K | Hold |
692
| – | – | 0.01% | 313 |
|
|
2021
Q4 | $47K | Buy |
692
+530
| +327% | +$36K | 0.01% | 317 |
|
|
2021
Q3 | $10K | Buy |
+162
| New | +$10K | ﹤0.01% | 572 |
|
|
2021
Q1 | – | Sell |
-522
| Closed | -$29K | – | 886 |
|
|
2020
Q4 | $29K | Hold |
522
| – | – | 0.01% | 290 |
|
|
2020
Q3 | $28K | Hold |
522
| – | – | 0.02% | 131 |
|
|
2020
Q2 | $26K | Hold |
522
| – | – | 0.01% | 107 |
|
|
2020
Q1 | $24K | Buy |
+522
| New | +$24K | 0.01% | 82 |
|