Novak & Powell Financial Services’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 | $353K | Buy |
4,842
+1
| +0% | +$73 | 0.24% | 88 |
|
2025
Q1 | $362K | Sell |
4,841
-599
| -11% | -$44.8K | 0.23% | 94 |
|
2024
Q4 | $381K | Sell |
5,440
-100
| -2% | -$7K | 0.23% | 93 |
|
2024
Q3 | $397K | Buy |
5,540
+1
| +0% | +$72 | 0.23% | 92 |
|
2024
Q2 | $360K | Sell |
5,539
-186
| -3% | -$12.1K | 0.22% | 93 |
|
2024
Q1 | $377K | Sell |
5,725
-49
| -0.8% | -$3.23K | 0.28% | 82 |
|
2023
Q4 | $362K | Buy |
+5,774
| New | +$362K | 0.24% | 91 |
|