Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $488K | Buy |
+8,307
| New | +$488K | ﹤0.01% | 1046 |
|
|
2021
Q1 | – | Sell |
-300
| Closed | -$17K | – | 1236 |
|
|
2020
Q4 | $17K | Hold |
300
| – | – | ﹤0.01% | 737 |
|
|
2020
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 524 |
|
|
2020
Q2 | $15K | Hold |
300
| – | – | ﹤0.01% | 460 |
|
|
2020
Q1 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 474 |
|