Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $273K | Sell |
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|
2024
Q1 | $313K | Hold |
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $302K | Sell |
|
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|
2023
Q2 | $344K | Buy |
|
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|
2023
Q1 | $340K | Buy |
|
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|
2022
Q4 | $346K | Buy |
|
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|
2022
Q3 | $311K | Sell |
|
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|
2022
Q2 | $354K | Buy |
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|
2022
Q1 | $381K | Buy |
|
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | $294K | Buy |
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|
2021
Q2 | $293K | Buy |
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|
2021
Q1 | $279K | Sell |
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|
2020
Q4 | $274K | Buy |
|