LA
Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,870
| Closed | -$901K | – | 461 |
|
|
2024
Q4 | $901K | Hold |
12,870
| – | – | 0.09% | 176 |
|
|
2024
Q3 | $923K | Buy |
+12,870
| New | +$923K | 0.1% | 163 |
|
|
2020
Q4 | – | Sell |
-10,528
| Closed | -$565K | – | 115 |
|
|
2020
Q3 | $565K | Buy |
+10,528
| New | +$565K | 0.37% | 51 |
|
|
2018
Q1 | – | Sell |
-535
| Closed | -$25K | – | 458 |
|
|
2017
Q4 | $25K | Buy |
+535
| New | +$25K | 0.02% | 165 |
|