Juncture Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $299K | Hold |
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|
2023
Q2 | $319K | Sell |
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|
2023
Q1 | $432K | Sell |
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|
2022
Q4 | $510K | Sell |
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|
2022
Q3 | $505K | Sell |
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|
2022
Q2 | $562K | Sell |
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|
2022
Q1 | $665K | Hold |
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|
2021
Q4 | $680K | Hold |
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|
2021
Q3 | $603K | Buy |
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|
2021
Q2 | $609K | Sell |
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|
2021
Q1 | $630K | Sell |
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|
2020
Q4 | $1.58M | Sell |
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|
2020
Q3 | $1.89M | Sell |
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|
2020
Q2 | $1.77M | Sell |
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|
2020
Q1 | $2.26M | Buy |
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|
2019
Q4 | $2.57M | Sell |
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|
2019
Q3 | $2.64M | Sell |
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|
2019
Q2 | $4.17M | Sell |
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|
2019
Q1 | $6.06M | Sell |
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|
2018
Q4 | $8.56M | Buy |
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