Newport Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $843K | Hold |
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2021
Q2 | $844K | Hold |
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2021
Q1 | $805K | Hold |
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|
2020
Q4 | $743K | Hold |
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|
2020
Q3 | $745K | Sell |
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|
2020
Q2 | $708K | Sell |
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|
2020
Q1 | $824K | Sell |
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|
2019
Q4 | $1.24M | Buy |
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|
2019
Q3 | $1.14M | Buy |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $1.08M | Buy |
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|
2018
Q4 | $931K | Buy |
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|
2018
Q3 | $524K | Sell |
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|
2018
Q2 | $575K | Sell |
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|
2018
Q1 | $860K | Sell |
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|
2017
Q4 | $958K | Buy |
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