KKM Financial’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 | $245K | Hold |
3,367
| – | – | 0.09% | 144 |
|
2025
Q1 | $252K | Hold |
3,367
| – | – | 0.11% | 134 |
|
2024
Q4 | $236K | Sell |
3,367
-192
| -5% | -$13.4K | 0.1% | 139 |
|
2024
Q3 | $255K | Hold |
3,559
| – | – | 0.13% | 125 |
|
2024
Q2 | $231K | Hold |
3,559
| – | – | 0.11% | 137 |
|
2024
Q1 | $234K | Sell |
3,559
-3,559
| -50% | -$234K | 0.11% | 136 |
|
2023
Q4 | $432K | Buy |
+7,118
| New | +$432K | 0.27% | 82 |
|