Nadler Financial Group’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 | $364K | Buy |
+5,000
| New | +$364K | 0.04% | 92 |
|
2022
Q2 | – | Sell |
-3,000
| Closed | -$201K | – | 120 |
|
2022
Q1 | $201K | Buy |
+3,000
| New | +$201K | 0.03% | 118 |
|
2014
Q1 | – | Sell |
-11,448
| Closed | -$380K | – | 81 |
|
2013
Q4 | $380K | Sell |
11,448
-212,098
| -95% | -$7.04M | 0.25% | 46 |
|
2013
Q3 | $6.98M | Sell |
223,546
-6,978
| -3% | -$218K | 5.07% | 6 |
|
2013
Q2 | $7.17M | Buy |
+230,524
| New | +$7.17M | 5.06% | 6 |
|