Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,001
| Closed | -$275K | – | 425 |
|
|
2021
Q4 | $275K | Sell |
4,001
-955
| -19% | -$65.6K | 0.04% | 323 |
|
|
2021
Q3 | $302K | Sell |
4,956
-509
| -9% | -$31K | 0.08% | 191 |
|
|
2021
Q2 | $333K | Sell |
5,465
-9,629
| -64% | -$587K | 0.09% | 187 |
|
|
2021
Q1 | $878K | Sell |
15,094
-1,644
| -10% | -$95.6K | 0.3% | 88 |
|
|
2020
Q4 | $941K | Buy |
+16,738
| New | +$941K | 0.2% | 130 |
|