LPAM
Lodestar Private Asset Management’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
Q2 | $1.04M | Buy |
14,337
+13
| +0.1% | +$947 | 0.12% | 98 |
|
|
2025
Q1 | $1.07M | Buy |
14,324
+20
| +0.1% | +$1.49K | 0.13% | 95 |
|
|
2024
Q4 | $1M | Sell |
14,304
-67
| -0.5% | -$4.69K | 0.13% | 98 |
|
|
2024
Q3 | $1.03M | Sell |
14,371
-44
| -0.3% | -$3.16K | 0.13% | 96 |
|
|
2024
Q2 | $936K | Sell |
14,415
-403
| -3% | -$26.2K | 0.13% | 101 |
|
|
2024
Q1 | $976K | Buy |
14,818
+46
| +0.3% | +$3.03K | 0.14% | 99 |
|
|
2023
Q4 | $926K | Sell |
14,772
-1,564
| -10% | -$98K | 0.14% | 94 |
|
|
2023
Q3 | $960K | Sell |
16,336
-11
| -0.1% | -$647 | 0.16% | 88 |
|
|
2023
Q2 | $1.03M | Sell |
16,347
-131
| -0.8% | -$8.23K | 0.17% | 86 |
|
|
2023
Q1 | $1.03M | Sell |
16,478
-1,391
| -8% | -$86.8K | 0.18% | 87 |
|
|
2022
Q4 | $1.14M | Buy |
+17,869
| New | +$1.14M | 0.22% | 79 |
|