PP
PDS Planning’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,744
| Closed | -$277K | – | 111 |
|
|
2019
Q4 | $277K | Sell |
4,744
-49
| -1% | -$2.86K | 0.17% | 75 |
|
|
2019
Q3 | $278K | Buy |
4,793
+38
| +0.8% | +$2.2K | 0.19% | 71 |
|
|
2019
Q2 | $262K | Hold |
4,755
| – | – | 0.19% | 70 |
|
|
2019
Q1 | $250K | Hold |
4,755
| – | – | 0.19% | 70 |
|
|
2018
Q4 | $222K | Buy |
+4,755
| New | +$222K | 0.19% | 70 |
|