Long Island Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
21,723
+73
| +0.3% | +$5.32K | 0.82% | 24 |
|
|
2025
Q1 | $1.62M | Sell |
21,650
-293
| -1% | -$21.9K | 0.99% | 22 |
|
|
2024
Q4 | $1.54M | Buy |
21,943
+62
| +0.3% | +$4.34K | 0.96% | 26 |
|
|
2024
Q3 | $1.57M | Buy |
21,881
+84
| +0.4% | +$6.03K | 1.03% | 26 |
|
|
2024
Q2 | $1.42M | Buy |
21,797
+106
| +0.5% | +$6.89K | 1% | 26 |
|
|
2024
Q1 | $1.43M | Buy |
21,691
+123
| +0.6% | +$8.1K | 1.01% | 26 |
|
|
2023
Q4 | $1.35M | Buy |
+21,568
| New | +$1.35M | 0.96% | 29 |
|