LW
Linscomb Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,551
| Closed | -$460K | – | 345 |
|
|
2021
Q2 | $460K | Buy |
7,551
+2,001
| +36% | +$122K | 0.02% | 226 |
|
|
2021
Q1 | $323K | Hold |
5,550
| – | – | 0.02% | 253 |
|
|
2020
Q4 | $312K | Buy |
+5,550
| New | +$312K | 0.02% | 245 |
|
|
2020
Q1 | – | Sell |
-4,050
| Closed | -$236K | – | 419 |
|
|
2019
Q4 | $236K | Buy |
+4,050
| New | +$236K | 0.02% | 390 |
|