LWM
Ledge 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
Q4 | $326K | Sell |
5,200
-250
| -5% | -$15.7K | 0.13% | 51 |
|
|
2023
Q3 | $320K | Sell |
5,450
-37
| -0.7% | -$2.18K | 0.14% | 50 |
|
|
2023
Q2 | $345K | Sell |
5,487
-63
| -1% | -$3.96K | 0.16% | 50 |
|
|
2023
Q1 | $346K | Hold |
5,550
| – | – | 0.16% | 52 |
|
|
2022
Q4 | $355K | Hold |
5,550
| – | – | 0.16% | 59 |
|
|
2022
Q3 | $321K | Sell |
5,550
-2,660
| -32% | -$154K | 0.2% | 54 |
|
|
2022
Q2 | $509K | Sell |
8,210
-666
| -8% | -$41.3K | 0.31% | 48 |
|
|
2022
Q1 | $595K | Buy |
+8,876
| New | +$595K | 0.37% | 50 |
|