Marietta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,210
| Closed | -$246K | – | 122 |
|
|
2019
Q4 | $246K | Hold |
4,210
| – | – | 0.08% | 111 |
|
|
2019
Q3 | $244K | Sell |
4,210
-309
| -7% | -$17.9K | 0.09% | 113 |
|
|
2019
Q2 | $249K | Sell |
4,519
-754
| -14% | -$41.5K | 0.1% | 106 |
|
|
2019
Q1 | $278K | Sell |
5,273
-4,106
| -44% | -$216K | 0.11% | 109 |
|
|
2018
Q4 | $438K | Buy |
+9,379
| New | +$438K | 0.21% | 94 |
|