Joseph P. Lucia & Associates’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $527K | Sell |
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|
2025
Q2 | $547K | Sell |
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|
2025
Q1 | $572K | Sell |
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|
2024
Q4 | $553K | Sell |
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|
2024
Q3 | $612K | Sell |
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|
2024
Q2 | $589K | Sell |
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|
2024
Q1 | $633K | Sell |
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|
2023
Q4 | $616K | Sell |
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|
2023
Q3 | $627K | Sell |
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|
2023
Q2 | $723K | Sell |
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|
2023
Q1 | $740K | Sell |
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|
2022
Q4 | $761K | Sell |
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|
2022
Q3 | $718K | Sell |
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|
2022
Q2 | $773K | Sell |
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|
2022
Q1 | $874K | Sell |
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|
2021
Q4 | $934K | Sell |
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|
2021
Q3 | $954K | Sell |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.27M | Sell |
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|
2020
Q3 | $1.38M | Sell |
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|
2020
Q2 | $1.33M | Buy |
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|
2020
Q1 | $1.22M | Buy |
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|
2019
Q4 | $1.2M | Buy |
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|
2019
Q3 | $866K | Buy |
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|
2019
Q2 | $769K | Sell |
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|
2019
Q1 | $10.3K | Buy |
|