OneAscent Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
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|
2025
Q1 | $484K | Sell |
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|
2024
Q4 | $517K | Hold |
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $523K | Sell |
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|
2024
Q1 | $610K | Buy |
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|
2023
Q4 | $558K | Sell |
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|
2023
Q3 | $855K | Sell |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.5M | Sell |
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|
2022
Q4 | $1.8M | Sell |
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|
2022
Q3 | $1.81M | Sell |
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|
2022
Q2 | $2.33M | Sell |
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|
2022
Q1 | $2.77M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.81M | Buy |
|