LWP
Laurel Wealth Planning’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 | $1.79M | Sell |
24,551
-670
| -3% | -$48.8K | 1.02% | 28 |
|
|
2025
Q1 | $1.88M | Sell |
25,221
-708
| -3% | -$52.9K | 1.25% | 25 |
|
|
2024
Q4 | $1.82M | Hold |
25,929
| – | – | 1.17% | 26 |
|
|
2024
Q3 | $1.86M | Sell |
25,929
-246
| -0.9% | -$17.6K | 1.21% | 25 |
|
|
2024
Q2 | $1.7M | Sell |
26,175
-255
| -1% | -$16.6K | 1.18% | 24 |
|
|
2024
Q1 | $1.74M | Sell |
26,430
-1,811
| -6% | -$119K | 1.16% | 24 |
|
|
2023
Q4 | $1.77M | Sell |
28,241
-2,867
| -9% | -$180K | 1.25% | 25 |
|
|
2023
Q3 | $1.83M | Sell |
31,108
-1,340
| -4% | -$78.8K | 1.42% | 24 |
|
|
2023
Q2 | $2.04M | Sell |
32,448
-140
| -0.4% | -$8.79K | 1.46% | 26 |
|
|
2023
Q1 | $2.03M | Sell |
32,588
-5,805
| -15% | -$362K | 1.35% | 29 |
|
|
2022
Q4 | $2.45M | Sell |
38,393
-1,059
| -3% | -$67.7K | 1.58% | 25 |
|
|
2022
Q3 | $2.28M | Hold |
39,452
| – | – | 1.68% | 21 |
|
|
2022
Q2 | $2.45M | Sell |
39,452
-1,082
| -3% | -$67.1K | 1.72% | 21 |
|
|
2022
Q1 | $2.72M | Sell |
40,534
-3,306
| -8% | -$222K | 1.84% | 20 |
|
|
2021
Q4 | $3.01M | Sell |
43,840
-9,448
| -18% | -$648K | 2.28% | 18 |
|
|
2021
Q3 | $3.24M | Sell |
53,288
-2,727
| -5% | -$166K | 2.62% | 13 |
|
|
2021
Q2 | $3.41M | Sell |
56,015
-546
| -1% | -$33.3K | 2.97% | 13 |
|
|
2021
Q1 | $3.29M | Sell |
56,561
-2,038
| -3% | -$119K | 3.01% | 14 |
|
|
2020
Q4 | $3.3M | Buy |
+58,599
| New | +$3.3M | 3.21% | 14 |
|