LIA
LBMC Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-29,106
| Closed | -$1.21M | – | 77 |
|
|
2016
Q4 | $1.21M | Buy |
29,106
+144
| +0.5% | +$5.99K | 0.23% | 26 |
|
|
2016
Q3 | $1.2M | Buy |
28,962
+144
| +0.5% | +$5.98K | 0.23% | 25 |
|
|
2016
Q2 | $1.23M | Buy |
28,818
+150
| +0.5% | +$6.42K | 0.25% | 25 |
|
|
2016
Q1 | $1.16M | Buy |
28,668
+7,930
| +38% | +$320K | 0.24% | 25 |
|
|
2015
Q4 | $800K | Buy |
20,738
+113
| +0.5% | +$4.36K | 0.17% | 29 |
|
|
2015
Q3 | $742K | Buy |
20,625
+120
| +0.6% | +$4.32K | 0.17% | 30 |
|
|
2015
Q2 | $751K | Buy |
20,505
+86
| +0.4% | +$3.15K | 0.16% | 28 |
|
|
2015
Q1 | $774K | Sell |
20,419
-185
| -0.9% | -$7.01K | 0.17% | 28 |
|
|
2014
Q4 | $782K | Buy |
+20,604
| New | +$782K | 0.18% | 28 |
|