Moneta Group Investment Advisors’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 | $413K | Hold |
5,670
| – | – | ﹤0.01% | 481 |
|
|
2025
Q1 | $424K | Sell |
5,670
-249
| -4% | -$18.6K | 0.01% | 452 |
|
|
2024
Q4 | $414K | Buy |
5,919
+465
| +9% | +$32.6K | 0.01% | 455 |
|
|
2024
Q3 | $391K | Sell |
5,454
-142
| -3% | -$10.2K | 0.01% | 465 |
|
|
2024
Q2 | $363K | Sell |
5,596
-432
| -7% | -$28.1K | 0.01% | 445 |
|
|
2024
Q1 | $397K | Buy |
6,028
+2,299
| +62% | +$151K | 0.01% | 421 |
|
|
2023
Q4 | $234K | Hold |
3,729
| – | – | ﹤0.01% | 500 |
|
|
2023
Q3 | $219K | Hold |
3,729
| – | – | 0.01% | 476 |
|
|
2023
Q2 | $234K | Buy |
+3,729
| New | +$234K | 0.01% | 473 |
|