Northstar Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $588K | Sell |
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|
2020
Q2 | $680K | Hold |
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|
2020
Q1 | $642K | Sell |
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|
2019
Q4 | $919K | Buy |
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|
2019
Q3 | $887K | Hold |
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|
2019
Q2 | $843K | Sell |
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|
2019
Q1 | $887K | Hold |
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|
2018
Q4 | $786K | Hold |
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|
2018
Q3 | $834K | Buy |
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|
2018
Q2 | $250K | Buy |
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|
2018
Q1 | $217K | Sell |
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|
2017
Q4 | $1.45M | Sell |
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|
2017
Q3 | $1.41M | Sell |
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|
2017
Q2 | $1.48M | Sell |
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|
2017
Q1 | $1.5M | Buy |
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