KCM Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
+3,996
| New | +$291K | 0.01% | 321 |
|
|
2020
Q2 | – | Sell |
-4,601
| Closed | -$216K | – | 346 |
|
|
2020
Q1 | $216K | Sell |
4,601
-380
| -8% | -$17.8K | 0.01% | 288 |
|
|
2019
Q4 | $291K | Sell |
4,981
-852
| -15% | -$49.8K | 0.02% | 293 |
|
|
2019
Q3 | $338K | Buy |
+5,833
| New | +$338K | 0.02% | 276 |
|
|
2015
Q4 | – | Sell |
-6,137
| Closed | -$221K | – | 529 |
|
|
2015
Q3 | $221K | Sell |
6,137
-2,847
| -32% | -$103K | 0.02% | 477 |
|
|
2015
Q2 | $329K | Buy |
8,984
+1,797
| +25% | +$65.8K | 0.03% | 410 |
|
|
2015
Q1 | $273K | Buy |
7,187
+1,757
| +32% | +$66.7K | 0.02% | 446 |
|
|
2014
Q4 | $206K | Buy |
+5,430
| New | +$206K | 0.02% | 492 |
|