Journey Strategic Wealth’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 | $880K | Buy |
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|
2025
Q2 | $871K | Buy |
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|
2025
Q1 | $766K | Buy |
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|
2024
Q4 | $639K | Hold |
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|
2024
Q3 | $655K | Buy |
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|
2024
Q2 | $370K | Hold |
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|
2024
Q1 | $376K | Hold |
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|
2023
Q4 | $357K | Hold |
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|
2023
Q3 | $335K | Hold |
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|
2023
Q2 | $358K | Buy |
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|
2023
Q1 | $356K | Sell |
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|
2022
Q4 | $430K | Buy |
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|
2022
Q3 | $330K | Hold |
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|
2022
Q2 | $353K | Hold |
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|
2022
Q1 | $382K | Hold |
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|
2021
Q4 | $391K | Buy |
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