MWM
MGB 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 | $1.37M | Sell |
18,829
-667
| -3% | -$48.5K | 0.45% | 52 |
|
|
2025
Q1 | $1.45M | Buy |
19,496
+998
| +5% | +$74.4K | 0.53% | 45 |
|
|
2024
Q4 | $1.29M | Hold |
18,498
| – | – | 0.4% | 50 |
|
|
2024
Q3 | $1.33M | Hold |
18,498
| – | – | 0.48% | 48 |
|
|
2024
Q2 | $1.23M | Sell |
18,498
-801
| -4% | -$53.1K | 0.46% | 54 |
|
|
2024
Q1 | $1.27M | Sell |
19,299
-374
| -2% | -$24.6K | 0.52% | 49 |
|
|
2023
Q4 | $1.23M | Buy |
+19,673
| New | +$1.23M | 0.62% | 47 |
|