KWB 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
Sell
2025
Q2
$445K Buy
2025
Q1
$377K Sell
2024
Q4
$459K Buy
2023
Q2
Sell
2023
Q1
$543K Hold
2022
Q4
$543K Buy
2022
Q3
$419K Buy
2022
Q2
$368K Buy