Laird Norton Wetherby Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,976
| Closed | -$250K | – | 949 |
|
|
2023
Q2 | $250K | Buy |
3,976
+1
| +0% | +$63 | 0.01% | 773 |
|
|
2023
Q1 | $248K | Buy |
3,975
+5
| +0.1% | +$312 | 0.01% | 759 |
|
|
2022
Q4 | $254K | Buy |
3,970
+5
| +0.1% | +$319 | 0.02% | 735 |
|
|
2022
Q3 | $229K | Buy |
+3,965
| New | +$229K | 0.02% | 760 |
|
|
2016
Q3 | – | Sell |
-8,005
| Closed | -$342K | – | 532 |
|
|
2016
Q2 | $342K | Buy |
8,005
+205
| +3% | +$8.76K | 0.08% | 312 |
|
|
2016
Q1 | $315K | Buy |
7,800
+2,020
| +35% | +$81.6K | 0.07% | 313 |
|
|
2015
Q4 | $223K | Buy |
+5,780
| New | +$223K | 0.05% | 398 |
|