Monterey Private Wealth’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
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.6M | Sell |
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|
2021
Q2 | $1.68M | Sell |
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|
2021
Q1 | $1.79M | Sell |
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|
2020
Q4 | $2.29M | Sell |
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|
2020
Q3 | $2.2M | Sell |
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|
2020
Q2 | $3.13M | Sell |
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|
2020
Q1 | $5.45M | Buy |
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|
2019
Q4 | $5.04M | Buy |
|