Ledge Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$326K Sell
2023
Q3
$320K Sell
2023
Q2
$345K Sell
2023
Q1
$346K Hold
2022
Q4
$355K Hold
2022
Q3
$321K Sell
2022
Q2
$509K Sell
2022
Q1
$595K Buy