Modera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $559K | Hold |
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|
2025
Q2 | $554K | Sell |
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|
2025
Q1 | $580K | Hold |
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|
2024
Q4 | $544K | Hold |
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|
2024
Q3 | $557K | Hold |
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|
2024
Q2 | $504K | Sell |
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|
2024
Q1 | $544K | Sell |
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|
2023
Q4 | $532K | Hold |
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|
2023
Q3 | $499K | Sell |
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|
2023
Q2 | $635K | Buy |
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|
2023
Q1 | $395K | Buy |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $317K | Sell |
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|
2022
Q1 | $434K | Buy |
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|
2021
Q4 | $443K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $210K | Buy |
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