KWB Wealth’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 | $445K | Buy |
5,958
+577
| +11% | +$43.1K | 0.05% | 93 |
|
|
2025
Q1 | $377K | Sell |
5,381
-1,021
| -16% | -$71.5K | 0.05% | 112 |
|
|
2024
Q4 | $459K | Buy |
+6,402
| New | +$459K | 0.06% | 93 |
|
|
2023
Q2 | – | Sell |
-8,491
| Closed | -$543K | – | 135 |
|
|
2023
Q1 | $543K | Hold |
8,491
| – | – | 0.1% | 68 |
|
|
2022
Q4 | $543K | Buy |
8,491
+1,241
| +17% | +$79.3K | 0.1% | 64 |
|
|
2022
Q3 | $419K | Buy |
7,250
+1,317
| +22% | +$76.1K | 0.08% | 66 |
|
|
2022
Q2 | $368K | Buy |
+5,933
| New | +$368K | 0.07% | 76 |
|