Northwest Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Sell |
6,380
-71
| -1% | -$5.17K | 0.65% | 43 |
|
|
2025
Q1 | $482K | Hold |
6,451
| – | – | 0.4% | 63 |
|
|
2024
Q4 | $452K | Buy |
6,451
+276
| +4% | +$19.3K | 0.37% | 63 |
|
|
2024
Q3 | $443K | Hold |
6,175
| – | – | 0.35% | 59 |
|
|
2024
Q2 | $401K | Hold |
6,175
| – | – | 0.41% | 59 |
|
|
2024
Q1 | $407K | Buy |
6,175
+1
| +0% | +$66 | 0.45% | 56 |
|
|
2023
Q4 | $387K | Buy |
+6,174
| New | +$387K | 0.33% | 54 |
|