LWM
Lakeridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
7,538
-748
| -9% | -$54.5K | 0.25% | 74 |
|
|
2025
Q1 | $619K | Sell |
8,286
-1,535
| -16% | -$115K | 0.31% | 59 |
|
|
2024
Q4 | $687K | Buy |
9,821
+19
| +0.2% | +$1.33K | 0.36% | 50 |
|
|
2024
Q3 | $703K | Buy |
9,802
+42
| +0.4% | +$3.01K | 0.39% | 46 |
|
|
2024
Q2 | $634K | Buy |
9,760
+3,857
| +65% | +$251K | 0.38% | 52 |
|
|
2024
Q1 | $389K | Buy |
5,903
+73
| +1% | +$4.81K | 0.25% | 78 |
|
|
2023
Q4 | $365K | Buy |
+5,830
| New | +$365K | 0.26% | 77 |
|