Leonard Rickey Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,933
| Closed | -$404K | – | 81 |
|
|
2019
Q4 | $404K | Sell |
6,933
-245
| -3% | -$14.3K | 0.24% | 41 |
|
|
2019
Q3 | $416K | Sell |
7,178
-490
| -6% | -$28.4K | 0.28% | 38 |
|
|
2019
Q2 | $422K | Buy |
7,668
+248
| +3% | +$13.6K | 0.28% | 38 |
|
|
2019
Q1 | $391K | Sell |
7,420
-49
| -0.7% | -$2.58K | 0.28% | 38 |
|
|
2018
Q4 | $348K | Buy |
+7,469
| New | +$348K | 0.29% | 35 |
|