Paragon Private 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
Q3 | $1.5M | Sell |
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|
2025
Q2 | $1.57M | Sell |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $1.98M | Buy |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.79M | Sell |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $1.77M | Buy |
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|
2023
Q3 | $1.12M | Hold |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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