Peninsula Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $280K | Hold |
|
|||||
|
2024
Q3 | $292K | Hold |
|
|||||
|
2024
Q2 | $265K | Sell |
|
|||||
|
2024
Q1 | $324K | Hold |
|
|||||
|
2023
Q4 | $308K | Hold |
|
|||||
|
2023
Q3 | $284K | Hold |
|
|||||
|
2023
Q2 | $309K | Hold |
|
|||||
|
2023
Q1 | $307K | Hold |
|
|||||
|
2022
Q4 | $314K | Hold |
|
|||||
|
2022
Q3 | $284K | Hold |
|
|||||
|
2022
Q2 | $305K | Hold |
|
|||||
|
2022
Q1 | $330K | Hold |
|
|||||
|
2021
Q4 | $338K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $277K | Hold |
|
|||||
|
2020
Q2 | $256K | Hold |
|
|||||
|
2020
Q1 | $242K | Hold |
|
|||||
|
2019
Q4 | $301K | Hold |
|
|||||
|
2019
Q3 | $299K | Hold |
|
|||||
|
2019
Q2 | $284K | Hold |
|
|||||
|
2019
Q1 | $272K | Hold |
|
|||||
|
2018
Q4 | $241K | Hold |
|
|||||
|
2018
Q3 | $255K | Hold |
|
|||||
|
2018
Q2 | $245K | Hold |
|
|||||
|
2018
Q1 | $242K | Buy |
|