New England Guild Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,111
| Closed | -$304K | – | 54 |
|
|
2020
Q2 | $304K | Hold |
6,111
| – | – | 0.22% | 41 |
|
|
2020
Q1 | $287K | Sell |
6,111
-652
| -10% | -$30.6K | 0.26% | 42 |
|
|
2019
Q4 | $395K | Hold |
6,763
| – | – | 0.28% | 41 |
|
|
2019
Q3 | $392K | Buy |
6,763
+652
| +11% | +$37.8K | 0.28% | 41 |
|
|
2019
Q2 | $336K | Buy |
+6,111
| New | +$336K | 0.25% | 45 |
|