Perigon 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 | $1.72M | Sell |
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|
2025
Q2 | $1.85M | Sell |
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|
2025
Q1 | $2.01M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $670K | Sell |
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|
2023
Q3 | $702K | Sell |
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|
2023
Q2 | $753K | Sell |
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|
2023
Q1 | $781K | Sell |
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|
2022
Q4 | $852K | Buy |
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|
2022
Q3 | $382K | Sell |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $440K | Buy |
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|
2021
Q4 | $345K | Hold |
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|
2021
Q3 | $306K | Sell |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $305K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $307K | Sell |
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|
2020
Q2 | $402K | Sell |
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|
2020
Q1 | $472K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $13K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $13K | Hold |
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|
2016
Q4 | $13K | Sell |
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|
2016
Q3 | $18K | Buy |
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|
2016
Q2 | $11K | Buy |
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