Lee Financial’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-159
| Closed | -$9.96K | – | 722 |
|
|
2023
Q4 | $9.96K | Hold |
159
| – | – | ﹤0.01% | 432 |
|
|
2023
Q3 | $9.35K | Hold |
159
| – | – | ﹤0.01% | 418 |
|
|
2023
Q2 | $9.99K | Hold |
159
| – | – | ﹤0.01% | 406 |
|
|
2023
Q1 | $9.92K | Hold |
159
| – | – | ﹤0.01% | 422 |
|
|
2022
Q4 | $10.2K | Hold |
159
| – | – | ﹤0.01% | 459 |
|
|
2022
Q3 | $9K | Hold |
159
| – | – | ﹤0.01% | 462 |
|
|
2022
Q2 | $10K | Hold |
159
| – | – | ﹤0.01% | 455 |
|
|
2022
Q1 | $11K | Hold |
159
| – | – | ﹤0.01% | 423 |
|
|
2021
Q4 | $11K | Hold |
159
| – | – | ﹤0.01% | 488 |
|
|
2021
Q3 | $10K | Hold |
159
| – | – | ﹤0.01% | 428 |
|
|
2021
Q2 | $10K | Hold |
159
| – | – | ﹤0.01% | 412 |
|
|
2021
Q1 | $9K | Hold |
159
| – | – | ﹤0.01% | 401 |
|
|
2020
Q4 | $9K | Hold |
159
| – | – | ﹤0.01% | 391 |
|
|
2020
Q3 | $9K | Hold |
159
| – | – | ﹤0.01% | 414 |
|
|
2020
Q2 | $8K | Hold |
159
| – | – | ﹤0.01% | 401 |
|
|
2020
Q1 | $7K | Hold |
159
| – | – | ﹤0.01% | 348 |
|
|
2019
Q4 | $9K | Hold |
159
| – | – | ﹤0.01% | 369 |
|
|
2019
Q3 | $9K | Hold |
159
| – | – | ﹤0.01% | 364 |
|
|
2019
Q2 | $9K | Hold |
159
| – | – | ﹤0.01% | 371 |
|
|
2019
Q1 | $8K | Buy |
+159
| New | +$8K | ﹤0.01% | 375 |
|