LWM
Lodestone Wealth 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 | $213K | Sell |
2,925
-229
| -7% | -$16.7K | 0.1% | 159 |
|
|
2025
Q1 | $236K | Buy |
3,154
+34
| +1% | +$2.54K | 0.13% | 141 |
|
|
2024
Q4 | $218K | Sell |
3,120
-275
| -8% | -$19.3K | 0.11% | 144 |
|
|
2024
Q3 | $244K | Sell |
3,395
-593
| -15% | -$42.5K | 0.12% | 133 |
|
|
2024
Q2 | $259K | Sell |
3,988
-852
| -18% | -$55.3K | 0.14% | 132 |
|
|
2024
Q1 | $319K | Buy |
4,840
+72
| +2% | +$4.74K | 0.17% | 121 |
|
|
2023
Q4 | $299K | Sell |
4,768
-83
| -2% | -$5.2K | 0.17% | 119 |
|
|
2023
Q3 | $285K | Sell |
4,851
-3,456
| -42% | -$203K | 0.2% | 106 |
|
|
2023
Q2 | $522K | Sell |
8,307
-10,091
| -55% | -$634K | 0.36% | 74 |
|
|
2023
Q1 | $1.15M | Buy |
18,398
+159
| +0.9% | +$9.92K | 0.88% | 38 |
|
|
2022
Q4 | $1.17M | Buy |
+18,239
| New | +$1.17M | 0.94% | 40 |
|