Personal CFO Solutions’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
Q4 | – | Sell |
-18,017
| Closed | -$1.06M | – | 542 |
|
|
2023
Q3 | $1.06M | Sell |
18,017
-527
| -3% | -$31K | 0.21% | 95 |
|
|
2023
Q2 | $1.16M | Buy |
18,544
+6,522
| +54% | +$410K | 0.24% | 84 |
|
|
2023
Q1 | $750K | Buy |
12,022
+2,383
| +25% | +$149K | 0.15% | 126 |
|
|
2022
Q4 | $616K | Buy |
+9,639
| New | +$616K | 0.13% | 156 |
|
|
2020
Q1 | – | Sell |
-10,662
| Closed | -$622K | – | 359 |
|
|
2019
Q4 | $622K | Sell |
10,662
-993
| -9% | -$57.9K | 0.18% | 119 |
|
|
2019
Q3 | $675K | Buy |
+11,655
| New | +$675K | 0.27% | 91 |
|