MinichMacGregor Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $5.08M | Sell |
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2023
Q2 | $5.49M | Sell |
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|
2023
Q1 | $6.75M | Sell |
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|
2022
Q4 | $11.8M | Buy |
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|
2022
Q3 | $10.4M | Buy |
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|
2022
Q2 | $6.4M | Buy |
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|
2022
Q1 | $5.84M | Sell |
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|
2021
Q4 | $6.27M | Buy |
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|
2021
Q3 | $5.46M | Buy |
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|
2021
Q2 | $5.3M | Buy |
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|
2021
Q1 | $4.85M | Buy |
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|
2020
Q4 | $4.35M | Sell |
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|
2020
Q3 | $4.16M | Sell |
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|
2020
Q2 | $3.92M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6.59M | Buy |
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|
2019
Q3 | $6.08M | Sell |
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|
2019
Q2 | $6.07M | Buy |
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|
2019
Q1 | $5.41M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5.14M | Sell |
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|
2018
Q2 | $4.95M | Buy |
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